+114.3%
IOVA vs PAYC
+79.2%
+35.1%
-48.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | +2.5% | -8.2% | -7.4% |
| 7D | -1.4% | -0.5% | -0.9% | -1.5% |
| 30D | -47.4% | +5.2% | -52.5% | -49.3% |
| 3M | +13.2% | +18.0% | -4.8% | -0.7% |
| 6M | +114.3% | +81.6% | +32.7% | +74.6% |
| All | +114.3% | +79.2% | +35.1% | +74.6% |
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 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