+21.6%
IQV vs PAYC
-21.6%
+43.2%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.3% | +0.4% | +1.4% |
| 7D | -2.2% | -5.5% | +3.3% | -0.9% |
| 30D | +8.3% | +3.8% | +4.5% | +7.3% |
| 3M | +44.6% | +65.8% | -21.2% | +26.6% |
| 6M | +52.6% | +68.7% | -16.1% | +32.7% |
| YTD | +16.1% | +38.3% | -22.2% | +5.2% |
| 1Y | +37.3% | -2.4% | +39.7% | +33.4% |
| 3Y | +21.6% | -21.5% | +43.1% | +22.7% |
| All | +21.6% | -21.6% | +43.2% | +22.7% |
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 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