-44.9%
IONS vs PAYC
+46.2%
-91.1%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +2.0% | -2.6% | -0.6% |
| 7D | -10.6% | +2.0% | -12.6% | -10.5% |
| 30D | -7.7% | +18.8% | -26.5% | -7.4% |
| 3M | -27.1% | +53.2% | -80.3% | -26.7% |
| 6M | -46.8% | +103.7% | -150.5% | -46.2% |
| YTD | -49.2% | +69.5% | -118.7% | -46.9% |
| 1Y | -44.9% | +48.8% | -93.7% | -41.5% |
| All | -44.9% | +46.2% | -91.1% | -41.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling