+392.6%
IVV vs PAYC
+1,262.3%
-869.7%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -5.1% | +5.4% | +1.3% |
| 7D | -2.7% | -10.2% | +7.5% | -0.7% |
| 30D | -5.4% | +6.1% | -11.5% | -6.6% |
| 3M | -4.1% | +10.1% | -14.1% | -6.1% |
| 6M | +0.7% | +88.6% | -87.9% | -12.5% |
| YTD | +8.7% | +50.0% | -41.2% | -1.7% |
| 1Y | +11.0% | +46.1% | -35.1% | +0.8% |
| 3Y | +75.4% | +51.2% | +24.3% | +54.7% |
| 5Y | +68.3% | -51.7% | +120.0% | +79.2% |
| 10Y | +315.5% | +467.4% | -151.8% | +196.3% |
| All | +392.6% | +1,262.3% | -869.7% | +229.2% |
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