+504.6%
PAYX vs IBB
+560.8%
-56.2%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.9% | -1.8% | -2.3% |
| 7D | -4.2% | +1.4% | -5.6% | -4.9% |
| 30D | +2.9% | +10.5% | -7.6% | -2.4% |
| 3M | +23.6% | +23.6% | 0.0% | +10.5% |
| 6M | +30.0% | +22.6% | +7.4% | +15.9% |
| YTD | +12.2% | +25.7% | -13.5% | -1.6% |
| 1Y | -7.5% | +51.4% | -58.8% | -26.4% |
| 3Y | +10.1% | +64.4% | -54.3% | -17.4% |
| 5Y | +25.1% | +22.1% | +3.0% | +8.3% |
| 10Y | +171.7% | +132.5% | +39.3% | +63.8% |
| All | +504.6% | +560.8% | -56.2% | +76.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling