-61.1%
IONS vs PAYC
+44.0%
-105.1%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.1% | +0.6% | -9.7% | -9.1% |
| 7D | -30.3% | -9.5% | -20.7% | -30.3% |
| 30D | -37.7% | +2.5% | -40.2% | -37.6% |
| 3M | -50.5% | +11.7% | -62.2% | -50.3% |
| 6M | -62.8% | +74.6% | -137.4% | -62.3% |
| YTD | -64.4% | +50.4% | -114.7% | -61.8% |
| All | -61.1% | +44.0% | -105.1% | -57.3% |
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