+164.0%
PAYX vs IOVA
+9.7%
+154.3%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +5.7% | -5.1% | +0.2% |
| 7D | -4.9% | -2.2% | -2.7% | -4.7% |
| 30D | -3.8% | +27.6% | -31.4% | -5.5% |
| 3M | +17.9% | +117.2% | -99.3% | +10.7% |
| 6M | +26.1% | +77.7% | -51.6% | +19.3% |
| YTD | +6.7% | +215.0% | -208.3% | -3.7% |
| 1Y | -10.7% | +255.4% | -266.1% | -20.8% |
| 3Y | +7.0% | +42.6% | -35.7% | -6.5% |
| 5Y | +22.6% | -62.2% | +84.8% | +13.7% |
| All | +164.0% | +9.7% | +154.3% | +124.0% |
Cumulative growth
Daily Returns
Daily percentage return beside IOVA.
Daily Out/Under-Performance
Portfolio return minus IOVA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IOVA 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 IOVA 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