+10.6%
IOT vs PAYC
+46.2%
-35.6%
-46.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +2.0% | +2.2% | +3.1% |
| 7D | -0.5% | +2.0% | -2.5% | -1.5% |
| 30D | +1.0% | +18.8% | -17.8% | -8.0% |
| 3M | +10.9% | +53.2% | -42.3% | -14.1% |
| 6M | +39.9% | +103.7% | -63.8% | -11.9% |
| YTD | +20.8% | +69.5% | -48.7% | -19.3% |
| 1Y | +10.6% | +48.8% | -38.2% | -22.6% |
| All | +10.6% | +46.2% | -35.6% | -22.6% |
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