-63.8%
IOVA vs PAYC
-53.1%
-10.7%
-94.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -5.4% | +4.4% | +1.2% |
| 7D | +5.1% | -7.9% | +13.0% | +8.6% |
| 30D | +37.2% | +2.1% | +35.1% | +35.6% |
| 3M | +117.5% | +61.8% | +55.7% | +81.6% |
| 6M | +69.6% | +59.9% | +9.7% | +40.0% |
| YTD | +218.7% | +38.5% | +180.2% | +176.9% |
| 1Y | +265.5% | -1.4% | +266.9% | +261.8% |
| 3Y | +46.2% | -21.0% | +67.2% | +50.2% |
| All | -63.8% | -53.1% | -10.7% | -56.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling