+72.7%
IVV vs PAYC
-52.7%
+125.4%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -0.4% | +2.7% | +2.4% |
| 7D | +0.1% | -11.1% | +11.2% | +2.1% |
| 30D | -3.3% | +1.8% | -5.1% | -3.7% |
| 3M | -2.4% | +10.2% | -12.6% | -4.2% |
| 6M | +2.6% | +73.5% | -70.9% | -8.1% |
| YTD | +11.3% | +49.4% | -38.1% | +2.1% |
| 1Y | +13.4% | +47.2% | -33.8% | +4.3% |
| 3Y | +80.3% | +44.4% | +35.8% | +63.1% |
| 5Y | +72.7% | -52.1% | +124.8% | +99.3% |
| All | +72.7% | -52.7% | +125.4% | +99.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling