+561.9%
IGV vs PAYC
+1,158.0%
-596.2%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -5.4% | +3.6% | 0.0% |
| 7D | -3.3% | -7.9% | +4.6% | -0.7% |
| 30D | 0.0% | +2.1% | -2.2% | -0.7% |
| 3M | +7.3% | +61.8% | -54.4% | -10.3% |
| 6M | +16.7% | +59.9% | -43.2% | -2.2% |
| YTD | -2.8% | +38.5% | -41.4% | -14.8% |
| 1Y | -6.7% | -1.4% | -5.3% | -8.8% |
| 3Y | +41.1% | -21.0% | +62.1% | +38.8% |
| 5Y | +22.0% | -52.9% | +74.9% | +39.6% |
| 10Y | +357.9% | +332.8% | +25.1% | +193.7% |
| All | +561.9% | +1,158.0% | -596.2% | +275.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling