+13.8%
IP vs PAYC
+58.8%
-45.0%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -6.8% | +2.8% | -2.8% |
| 7D | -5.0% | -4.1% | -0.9% | -4.2% |
| 30D | +6.5% | +12.4% | -5.9% | +4.4% |
| 3M | -18.0% | +43.3% | -61.3% | -23.5% |
| 6M | +10.3% | +90.7% | -80.4% | -4.3% |
| YTD | -9.9% | +58.0% | -67.9% | -17.9% |
| 1Y | -1.1% | +37.4% | -38.4% | -6.1% |
| All | +13.8% | +58.8% | -45.0% | +4.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling