+73.3%
IWD vs PAYC
-53.8%
+127.2%
-19.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.6% | +1.1% | -0.3% |
| 7D | -1.2% | -8.7% | +7.6% | +0.1% |
| 30D | -1.6% | +1.2% | -2.8% | -1.9% |
| 3M | +7.0% | +58.6% | -51.6% | -0.7% |
| 6M | +17.0% | +56.6% | -39.6% | +8.3% |
| YTD | +21.6% | +36.2% | -14.6% | +15.0% |
| 1Y | +28.0% | -2.2% | +30.2% | +27.7% |
| 3Y | +70.6% | -22.3% | +92.8% | +72.5% |
| 5Y | +73.3% | -53.9% | +127.2% | +79.0% |
| All | +73.3% | -53.8% | +127.2% | +79.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling