+171.7%
IWM vs PAYC
+329.2%
-157.5%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.6% | +0.3% | -0.9% |
| 7D | -1.1% | -8.7% | +7.6% | +1.2% |
| 30D | -3.1% | +1.2% | -4.3% | -3.6% |
| 3M | +2.2% | +58.6% | -56.4% | -11.6% |
| 6M | +15.1% | +56.6% | -41.5% | -1.1% |
| YTD | +18.6% | +36.2% | -17.7% | +5.6% |
| 1Y | +24.0% | -2.2% | +26.2% | +21.4% |
| 3Y | +63.7% | -22.3% | +86.0% | +62.1% |
| 5Y | +38.2% | -53.9% | +92.1% | +55.0% |
| 10Y | +171.7% | +347.5% | -175.8% | +69.8% |
| All | +171.7% | +329.2% | -157.5% | +69.8% |
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 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