+423.6%
IRM vs PAYC
+352.8%
+70.8%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.2% | -2.2% | -2.1% |
| 7D | -1.8% | -10.2% | +8.4% | +0.1% |
| 30D | -7.8% | +2.0% | -9.7% | -8.2% |
| 3M | -7.9% | +58.3% | -66.1% | -16.7% |
| 6M | +6.3% | +64.5% | -58.2% | -5.3% |
| YTD | +38.2% | +36.5% | +1.6% | +27.4% |
| 1Y | +19.8% | -1.3% | +21.1% | +17.9% |
| 3Y | +98.8% | -22.1% | +120.9% | +97.7% |
| 5Y | +191.8% | -53.3% | +245.1% | +213.7% |
| All | +423.6% | +352.8% | +70.8% | +228.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling