-4.6%
IP vs PAYC
+51.3%
-56.0%
-39.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | 0.0% | +1.4% | +1.4% |
| 7D | -0.3% | +4.9% | -5.2% | -0.3% |
| 30D | +7.9% | +4.1% | +3.8% | +8.1% |
| 3M | -15.3% | +11.5% | -26.8% | -15.0% |
| 6M | +10.5% | +85.3% | -74.8% | +11.0% |
| YTD | -9.4% | +57.3% | -66.7% | -1.8% |
| 1Y | -4.6% | +52.6% | -57.2% | +4.8% |
| All | -4.6% | +51.3% | -56.0% | +4.8% |
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