+414.6%
IVV vs PAYC
+1,229.9%
-815.2%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -3.7% | +3.3% | +0.3% |
| 7D | +0.1% | -2.9% | +3.0% | +0.7% |
| 30D | +0.1% | +32.8% | -32.7% | -5.9% |
| 3M | +2.0% | +69.3% | -67.3% | -9.0% |
| 6M | +13.0% | +74.0% | -60.9% | -0.3% |
| YTD | +13.6% | +46.4% | -32.8% | +3.4% |
| 1Y | +20.1% | +4.2% | +15.9% | +16.9% |
| 3Y | +77.6% | -19.7% | +97.3% | +75.2% |
| 5Y | +82.5% | -52.0% | +134.5% | +94.6% |
| 10Y | +316.5% | +356.9% | -40.4% | +204.3% |
| All | +414.6% | +1,229.9% | -815.2% | +246.3% |
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 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