+66.9%
IYR vs PAYC
+358.9%
-291.9%
-42.3%
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% | +0.5% |
| 7D | -1.4% | -5.5% | +4.1% | -0.2% |
| 30D | -2.7% | +3.8% | -6.4% | -3.5% |
| 3M | -2.1% | +65.8% | -67.9% | -13.1% |
| 6M | +3.6% | +68.7% | -65.1% | -9.1% |
| YTD | +8.1% | +38.3% | -30.2% | -1.2% |
| 1Y | +4.7% | -2.4% | +7.1% | +3.3% |
| 3Y | +29.1% | -21.5% | +50.7% | +27.9% |
| 5Y | +6.9% | -52.7% | +59.6% | +15.8% |
| All | +66.9% | +358.9% | -291.9% | +13.9% |
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