+413.4%
IWF vs PAYC
+358.9%
+54.6%
-32.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.3% | -0.5% | +0.4% |
| 7D | -0.9% | -5.5% | +4.6% | +0.5% |
| 30D | -1.7% | +3.8% | -5.5% | -2.8% |
| 3M | +0.7% | +65.8% | -65.1% | -13.5% |
| 6M | +8.6% | +68.7% | -60.1% | -8.0% |
| YTD | +3.5% | +38.3% | -34.8% | -7.7% |
| 1Y | +7.0% | -2.4% | +9.4% | +5.0% |
| 3Y | +76.3% | -21.5% | +97.9% | +73.8% |
| 5Y | +74.8% | -52.7% | +127.5% | +94.3% |
| All | +413.4% | +358.9% | +54.6% | +229.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling