+106.3%
IOVA vs PAYC
+78.8%
+27.5%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -3.7% | +4.7% | +2.9% |
| 7D | +9.7% | -2.9% | +12.6% | +11.3% |
| 30D | +102.5% | +32.8% | +69.8% | +77.3% |
| 3M | +100.7% | +69.3% | +31.4% | +86.4% |
| 6M | +106.3% | +74.0% | +32.4% | +113.2% |
| All | +106.3% | +78.8% | +27.5% | +113.2% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling