+6.4%
PAYX vs IBB
+60.8%
-54.5%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.4% | +1.8% | +0.7% |
| 7D | -7.9% | -5.2% | -2.7% | -6.6% |
| 30D | -5.0% | +1.5% | -6.5% | -5.5% |
| 3M | +15.1% | +22.1% | -7.0% | +8.9% |
| 6M | +23.9% | +17.7% | +6.2% | +18.2% |
| YTD | +6.2% | +20.2% | -14.0% | +0.1% |
| 1Y | -9.6% | +44.4% | -54.1% | -20.8% |
| All | +6.4% | +60.8% | -54.5% | -10.3% |
Cumulative growth
Daily Returns
Daily percentage return beside IBB.
Daily Out/Under-Performance
Portfolio return minus IBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBB 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 3y: compounded portfolio wealth divided by compounded IBB 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…
3y analysis · Full analysis span regression · 6 months rolling