+70.1%
IWD vs PAYC
-22.8%
+93.0%
-15.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.6% | +1.1% | -0.4% |
| 7D | -1.2% | -8.7% | +7.6% | -0.4% |
| 30D | -1.6% | +1.2% | -2.8% | -1.8% |
| 3M | +7.0% | +58.6% | -51.6% | +2.2% |
| 6M | +17.0% | +56.6% | -39.6% | +11.6% |
| YTD | +21.6% | +36.2% | -14.6% | +17.8% |
| 1Y | +28.0% | -2.2% | +30.2% | +28.8% |
| All | +70.1% | -22.8% | +93.0% | +74.8% |
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