+227.2%
IONQ vs PAYC
-46.0%
+273.2%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | -0.4% | +8.7% | +8.5% |
| 7D | +25.5% | -11.1% | +36.6% | +32.6% |
| 30D | -11.4% | +1.8% | -13.2% | -13.0% |
| 3M | -20.5% | +10.2% | -30.7% | -25.7% |
| 6M | -28.2% | +73.5% | -101.7% | -50.8% |
| YTD | -21.2% | +49.4% | -70.7% | -42.1% |
| 1Y | -40.4% | +47.2% | -87.6% | -55.8% |
| 3Y | +214.7% | +44.4% | +170.2% | +126.3% |
| 5Y | +56.9% | -52.1% | +109.0% | +116.3% |
| All | +227.2% | -46.0% | +273.2% | +314.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling