-58.4%
IONS vs PAYC
+51.3%
-109.7%
-68.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | 0.0% | +6.4% | +6.4% |
| 7D | -26.3% | +4.9% | -31.1% | -26.2% |
| 30D | -31.9% | +4.1% | -36.1% | -31.8% |
| 3M | -48.0% | +11.5% | -59.5% | -47.8% |
| 6M | -62.6% | +85.3% | -147.8% | -61.9% |
| YTD | -63.3% | +57.3% | -120.5% | -60.8% |
| 1Y | -58.4% | +52.6% | -111.0% | -55.2% |
| All | -58.4% | +51.3% | -109.7% | -55.2% |
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 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