+22.9%
IP vs PAYC
+356.0%
-333.1%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -3.7% | +5.9% | +2.9% |
| 7D | -5.3% | -2.9% | -2.4% | -4.7% |
| 30D | -10.9% | +32.8% | -43.6% | -16.7% |
| 3M | +11.2% | +69.3% | -58.1% | -1.8% |
| 6M | -10.2% | +74.0% | -84.2% | -21.8% |
| YTD | -2.0% | +46.4% | -48.4% | -11.5% |
| 1Y | -19.1% | +4.2% | -23.3% | -21.3% |
| 3Y | +20.9% | -19.7% | +40.6% | +19.6% |
| 5Y | -17.8% | -52.0% | +34.2% | -11.9% |
| All | +22.9% | +356.0% | -333.1% | -13.1% |
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