+41.0%
IONS vs PAYC
-17.8%
+58.7%
-52.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -3.7% | +3.6% | 0.0% |
| 7D | -4.8% | -2.9% | -2.0% | -4.8% |
| 30D | +7.2% | +32.8% | -25.6% | +6.8% |
| 3M | -22.7% | +69.3% | -92.0% | -23.2% |
| 6M | -26.9% | +74.0% | -100.9% | -27.5% |
| YTD | -26.6% | +46.4% | -73.0% | -26.8% |
| 1Y | -2.1% | +4.2% | -6.3% | -1.7% |
| All | +41.0% | -17.8% | +58.7% | +44.2% |
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 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