-34.5%
IONS vs PAYC
+43.1%
-77.6%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -21.4% | -0.4% | -21.0% | -21.3% |
| 7D | -24.8% | -11.1% | -13.7% | -24.6% |
| 30D | -31.5% | +1.8% | -33.4% | -31.6% |
| 3M | -45.2% | +10.2% | -55.4% | -45.3% |
| 6M | -59.1% | +73.5% | -132.6% | -59.9% |
| YTD | -60.8% | +49.4% | -110.2% | -61.2% |
| 1Y | -57.9% | +47.2% | -105.1% | -58.3% |
| 3Y | -34.5% | +44.4% | -78.9% | -40.8% |
| All | -34.5% | +43.1% | -77.6% | -40.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling