+2.1%
IOVA vs PAYC
+351.9%
-349.8%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -1.6% | -1.5% | -2.4% |
| 7D | -2.2% | -8.7% | +6.5% | +1.7% |
| 30D | +31.7% | +1.2% | +30.6% | +30.7% |
| 3M | +117.3% | +58.6% | +58.7% | +79.1% |
| 6M | +55.8% | +56.6% | -0.8% | +26.6% |
| YTD | +208.8% | +36.2% | +172.6% | +164.7% |
| 1Y | +255.7% | -2.2% | +257.9% | +248.9% |
| 3Y | +41.7% | -22.3% | +64.0% | +42.1% |
| 5Y | -64.9% | -53.9% | -11.0% | -57.5% |
| All | +2.1% | +351.9% | -349.8% | -47.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling