+221.3%
ROIV vs PAYC
-1.0%
+222.3%
-12.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +18.8% | -5.4% | +24.2% | +18.2% |
| 7D | +20.2% | -7.9% | +28.1% | +19.5% |
| 30D | +14.1% | +2.1% | +12.0% | +14.1% |
| 3M | +45.6% | +61.8% | -16.2% | +49.9% |
| 6M | +44.1% | +59.9% | -15.8% | +48.0% |
| YTD | +91.2% | +38.5% | +52.6% | +98.7% |
| 1Y | +221.3% | -1.4% | +222.7% | +240.0% |
| All | +221.3% | -1.0% | +222.3% | +240.0% |
Cumulative growth
Daily Returns
Daily percentage return beside PAYC.
Daily Out/Under-Performance
Portfolio return minus PAYC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PAYC 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 PAYC 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