+4.2%
PAYC vs IBN
-4.0%
+8.1%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -0.7% | -3.0% | -3.7% |
| 7D | -2.9% | +1.4% | -4.3% | -2.8% |
| 30D | +32.8% | -0.3% | +33.1% | +32.8% |
| 3M | +69.3% | +17.1% | +52.2% | +72.3% |
| 6M | +74.0% | +3.4% | +70.6% | +76.5% |
| YTD | +46.4% | +2.5% | +43.9% | +48.6% |
| 1Y | +4.2% | -4.2% | +8.3% | +4.9% |
| All | +4.2% | -4.0% | +8.1% | +4.9% |
Cumulative growth
Daily Returns
Daily percentage return beside IBN.
Daily Out/Under-Performance
Portfolio return minus IBN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBN 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 1y: compounded portfolio wealth divided by compounded IBN 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…
1y analysis · Full analysis span regression · 6 months rolling