+19.5%
IVZ vs PAYC
+35.9%
-16.4%
-22.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -5.1% | +5.1% | +0.2% |
| 7D | -2.4% | -10.2% | +7.7% | -2.0% |
| 30D | -11.2% | +6.1% | -17.4% | -11.0% |
| 3M | -14.0% | +10.1% | -24.0% | -13.8% |
| 6M | +0.5% | +88.6% | -88.2% | -1.8% |
| YTD | +5.4% | +50.0% | -44.6% | +6.9% |
| 1Y | +19.5% | +46.1% | -26.6% | +22.0% |
| All | +19.5% | +35.9% | -16.4% | +22.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling