+265.9%
IONQ vs PAYC
-47.1%
+313.0%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -3.7% | +5.0% | +3.2% |
| 7D | +0.8% | -2.9% | +3.7% | +2.3% |
| 30D | -1.0% | +32.8% | -33.8% | -17.0% |
| 3M | -39.8% | +69.3% | -109.1% | -57.3% |
| 6M | +6.4% | +74.0% | -67.5% | -27.4% |
| YTD | -11.9% | +46.4% | -58.3% | -33.6% |
| 1Y | -6.2% | +4.2% | -10.3% | -13.6% |
| 3Y | +125.7% | -19.7% | +145.4% | +126.6% |
| 5Y | +296.0% | -52.0% | +348.0% | +451.8% |
| All | +265.9% | -47.1% | +313.0% | +374.4% |
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