+23.1%
IGV vs PAYC
-52.9%
+76.0%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.3% | -1.0% | -0.2% |
| 7D | -2.9% | -5.5% | +2.6% | -1.0% |
| 30D | -1.5% | +3.8% | -5.3% | -2.8% |
| 3M | +11.7% | +65.8% | -54.1% | -9.1% |
| 6M | +18.4% | +68.7% | -50.3% | -4.5% |
| YTD | -3.9% | +38.3% | -42.3% | -16.9% |
| 1Y | -9.7% | -2.4% | -7.3% | -11.5% |
| 3Y | +38.4% | -21.5% | +60.0% | +39.9% |
| All | +23.1% | -52.9% | +76.0% | +45.1% |
Cumulative growth
Daily Returns
Daily percentage return beside PAYC.
Daily Out/Under-Performance
Portfolio return minus PAYC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PAYC return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded PAYC wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling