+770.8%
IVV vs PAYX
+735.6%
+35.1%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PAYX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -3.9% | +3.3% | +1.1% |
| 7D | +0.5% | -6.9% | +7.4% | +3.5% |
| 30D | -1.0% | -2.6% | +1.6% | 0.0% |
| 3M | +3.9% | +19.4% | -15.6% | -4.5% |
| 6M | +14.5% | +18.7% | -4.2% | +4.8% |
| YTD | +12.9% | +7.8% | +5.1% | +7.3% |
| 1Y | +19.4% | -9.9% | +29.2% | +22.2% |
| 3Y | +78.8% | +7.4% | +71.4% | +66.6% |
| 5Y | +82.2% | +21.8% | +60.4% | +59.6% |
| 10Y | +313.7% | +161.3% | +152.4% | +156.5% |
| All | +770.8% | +735.6% | +35.1% | +232.4% |
Cumulative growth
Daily Returns
Daily percentage return beside PAYX.
Daily Out/Under-Performance
Portfolio return minus PAYX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PAYX 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 PAYX 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