+336.8%
ROIV vs PAYC
+50.2%
+286.6%
-28.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | 0.0% | -1.2% | -1.2% |
| 7D | +1.7% | +4.9% | -3.2% | +1.4% |
| 30D | +17.6% | +4.1% | +13.5% | +17.3% |
| 3M | +9.0% | +11.5% | -2.5% | +8.1% |
| 6M | +35.3% | +85.3% | -50.0% | +27.1% |
| YTD | +82.2% | +57.3% | +24.9% | +75.2% |
| 1Y | +92.3% | +52.6% | +39.7% | +85.9% |
| 3Y | +336.8% | +48.3% | +288.5% | +326.9% |
| All | +336.8% | +50.2% | +286.6% | +326.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling