+407.2%
IQV vs PAYC
+1,137.5%
-730.3%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.6% | +0.8% | -0.4% |
| 7D | -2.6% | -8.7% | +6.1% | -0.1% |
| 30D | +6.2% | +1.2% | +5.0% | +5.8% |
| 3M | +38.0% | +58.6% | -20.6% | +19.7% |
| 6M | +43.9% | +56.6% | -12.7% | +24.8% |
| YTD | +14.0% | +36.2% | -22.2% | +2.5% |
| 1Y | +35.5% | -2.2% | +37.7% | +33.0% |
| 3Y | +20.3% | -22.3% | +42.6% | +19.6% |
| 5Y | -1.6% | -53.9% | +52.2% | +9.4% |
| 10Y | +233.4% | +347.5% | -114.1% | +142.3% |
| All | +407.2% | +1,137.5% | -730.3% | +239.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling