+152.5%
IVZ vs PAYC
+50.2%
+102.3%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | 0.0% | +2.3% | +2.4% |
| 7D | +7.6% | +4.9% | +2.7% | +6.6% |
| 30D | +4.3% | +4.1% | +0.2% | +3.5% |
| 3M | -9.3% | +11.5% | -20.8% | -11.4% |
| 6M | +5.2% | +85.3% | -80.0% | -9.4% |
| YTD | +13.4% | +57.3% | -43.8% | +1.9% |
| 1Y | +25.4% | +52.6% | -27.2% | +13.6% |
| 3Y | +152.5% | +48.3% | +104.2% | +128.7% |
| All | +152.5% | +50.2% | +102.3% | +128.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling