+343.3%
PAYC vs IBN
+316.4%
+26.9%
-79.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.6% | +0.8% | +0.5% |
| 7D | -10.2% | -5.5% | -4.7% | -8.0% |
| 30D | +2.0% | -3.4% | +5.4% | +3.4% |
| 3M | +58.3% | +8.7% | +49.6% | +52.8% |
| 6M | +64.5% | +3.7% | +60.8% | +61.0% |
| YTD | +36.5% | -2.4% | +38.9% | +36.6% |
| 1Y | -1.3% | -8.1% | +6.8% | +1.1% |
| 3Y | -22.1% | +26.3% | -48.5% | -32.4% |
| 5Y | -53.3% | +54.9% | -108.3% | -63.0% |
| All | +343.3% | +316.4% | +26.9% | +150.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling