-65.5%
IOVA vs PAYC
-51.4%
-14.1%
-92.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.6% | -1.7% | -1.4% |
| 7D | -8.5% | -9.5% | +1.0% | -4.6% |
| 30D | -44.7% | +2.5% | -47.2% | -45.3% |
| 3M | +26.2% | +11.7% | +14.6% | +20.1% |
| 6M | +123.2% | +74.6% | +48.6% | +79.7% |
| YTD | +196.0% | +50.4% | +145.6% | +148.3% |
| 1Y | +240.9% | +44.0% | +196.9% | +191.2% |
| 3Y | +103.5% | +42.5% | +61.1% | +70.0% |
| 5Y | -65.5% | -50.3% | -15.2% | -52.7% |
| All | -65.5% | -51.4% | -14.1% | -52.7% |
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