+869.0%
IRM vs PAYC
+1,229.9%
-360.8%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -3.7% | +5.3% | +2.2% |
| 7D | -0.5% | -2.9% | +2.4% | 0.0% |
| 30D | -8.1% | +32.8% | -40.8% | -12.7% |
| 3M | -9.7% | +69.3% | -78.9% | -18.0% |
| 6M | +10.0% | +74.0% | -64.0% | -1.2% |
| YTD | +43.0% | +46.4% | -3.4% | +31.9% |
| 1Y | +32.7% | +4.2% | +28.5% | +29.7% |
| 3Y | +102.7% | -19.7% | +122.5% | +100.7% |
| 5Y | +187.6% | -52.0% | +239.6% | +202.5% |
| 10Y | +420.1% | +356.9% | +63.2% | +293.8% |
| All | +869.0% | +1,229.9% | -360.8% | +634.9% |
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