+93.1%
IONS vs PAYC
+329.2%
-236.1%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.6% | +0.4% | -0.9% |
| 7D | -8.7% | -8.7% | +0.1% | -6.8% |
| 30D | -1.6% | +1.2% | -2.8% | -2.1% |
| 3M | -24.9% | +58.6% | -83.5% | -33.2% |
| 6M | -25.7% | +56.6% | -82.3% | -34.2% |
| YTD | -29.2% | +36.2% | -65.4% | -35.5% |
| 1Y | -13.0% | -2.2% | -10.8% | -14.4% |
| 3Y | +35.9% | -22.3% | +58.2% | +33.8% |
| 5Y | +54.5% | -53.9% | +108.4% | +70.8% |
| 10Y | +93.1% | +347.5% | -254.4% | +23.0% |
| All | +93.1% | +329.2% | -236.1% | +23.0% |
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