-4.5%
IP vs PAYC
+47.1%
-51.6%
-39.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -5.1% | +5.9% | +0.9% |
| 7D | -5.1% | -10.2% | +5.1% | -4.9% |
| 30D | +8.5% | +6.1% | +2.4% | +8.9% |
| 3M | -13.8% | +10.1% | -23.9% | -13.5% |
| 6M | +5.7% | +88.6% | -82.9% | +5.9% |
| YTD | -9.1% | +50.0% | -59.1% | -1.5% |
| All | -4.5% | +47.1% | -51.6% | +6.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling