-1.5%
IOVA vs PAYC
+352.8%
-354.3%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +0.2% | -3.7% | -3.5% |
| 7D | -6.4% | -10.2% | +3.7% | -2.1% |
| 30D | +25.4% | +2.0% | +23.5% | +24.0% |
| 3M | +115.3% | +58.3% | +57.1% | +77.7% |
| 6M | +56.5% | +64.5% | -8.0% | +24.5% |
| YTD | +198.2% | +36.5% | +161.6% | +155.4% |
| 1Y | +242.0% | -1.3% | +243.3% | +234.0% |
| 3Y | +36.8% | -22.1% | +58.9% | +37.1% |
| 5Y | -64.3% | -53.3% | -10.9% | -57.0% |
| All | -1.5% | +352.8% | -354.3% | -48.9% |
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 2016-09-10 to 2026-09-10: 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling