+26.8%
IP vs PAYC
+451.9%
-425.1%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -0.4% | +3.3% | +3.0% |
| 7D | -3.0% | -11.1% | +8.1% | -0.6% |
| 30D | +10.6% | +1.8% | +8.8% | +10.1% |
| 3M | -13.6% | +10.2% | -23.8% | -15.5% |
| 6M | +10.4% | +73.5% | -63.1% | -3.5% |
| YTD | -6.5% | +49.4% | -55.9% | -16.3% |
| 1Y | -2.1% | +47.2% | -49.3% | -12.1% |
| 3Y | +22.0% | +44.4% | -22.5% | +8.4% |
| 5Y | -9.7% | -52.1% | +42.4% | -2.6% |
| 10Y | +26.8% | +474.3% | -447.4% | -11.7% |
| All | +26.8% | +451.9% | -425.1% | -11.7% |
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 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