+274.7%
IONQ vs PAYC
-50.0%
+324.7%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -5.4% | +7.8% | +5.2% |
| 7D | +7.1% | -7.9% | +15.0% | +11.6% |
| 30D | -8.9% | +2.1% | -11.0% | -10.5% |
| 3M | -35.6% | +61.8% | -97.3% | -53.2% |
| 6M | +13.3% | +59.9% | -46.7% | -19.2% |
| YTD | -9.8% | +38.5% | -48.3% | -30.1% |
| 1Y | -1.3% | -1.4% | +0.1% | -6.7% |
| 3Y | +109.3% | -21.0% | +130.3% | +108.6% |
| 5Y | +304.7% | -52.9% | +357.6% | +471.4% |
| All | +274.7% | -50.0% | +324.7% | +399.2% |
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