+378.0%
IOVA vs PAYC
+46.2%
+331.8%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +2.0% | -3.4% | -2.1% |
| 7D | -41.3% | +2.0% | -43.3% | -41.6% |
| 30D | -38.5% | +18.8% | -57.3% | -41.9% |
| 3M | +99.5% | +53.2% | +46.3% | +74.5% |
| 6M | +126.0% | +103.7% | +22.3% | +112.4% |
| YTD | +218.7% | +69.5% | +149.2% | +158.8% |
| 1Y | +378.0% | +48.8% | +329.2% | +231.1% |
| All | +378.0% | +46.2% | +331.8% | +231.1% |
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