+235.9%
ROIV vs PAYC
-45.6%
+281.4%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -3.7% | +5.2% | +2.1% |
| 7D | +0.6% | -2.9% | +3.5% | +1.1% |
| 30D | +1.0% | +32.8% | -31.8% | -3.9% |
| 3M | +18.3% | +69.3% | -51.0% | +7.4% |
| 6M | +18.3% | +74.0% | -55.6% | +6.3% |
| YTD | +61.0% | +46.4% | +14.6% | +49.0% |
| 1Y | +177.9% | +4.2% | +173.7% | +174.4% |
| 3Y | +199.1% | -19.7% | +218.8% | +202.7% |
| 5Y | +250.7% | -52.0% | +302.7% | +246.3% |
| All | +235.9% | -45.6% | +281.4% | +231.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling