+2.8%
IOVA vs PAYC
+510.1%
-507.4%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | 0.0% | +1.7% | +1.7% |
| 7D | -3.5% | +4.9% | -8.3% | -5.6% |
| 30D | -45.4% | +4.1% | -49.5% | -46.5% |
| 3M | +19.0% | +11.5% | +7.6% | +12.9% |
| 6M | +112.0% | +85.3% | +26.7% | +60.8% |
| YTD | +184.2% | +57.3% | +127.0% | +126.5% |
| 1Y | +222.0% | +52.6% | +169.4% | +160.1% |
| 3Y | +92.6% | +48.3% | +44.3% | +51.7% |
| 5Y | -63.2% | -47.8% | -15.3% | -57.5% |
| All | +2.8% | +510.1% | -507.4% | -66.0% |
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