+273.8%
ROIV vs PAYC
-44.2%
+318.1%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -5.1% | +11.3% | +6.9% |
| 7D | +5.3% | -10.2% | +15.5% | +7.0% |
| 30D | +11.9% | +6.1% | +5.7% | +10.8% |
| 3M | +10.7% | +10.1% | +0.6% | +8.6% |
| 6M | +34.9% | +88.6% | -53.7% | +19.4% |
| YTD | +79.2% | +50.0% | +29.2% | +64.8% |
| 1Y | +89.0% | +46.1% | +42.9% | +74.7% |
| 3Y | +337.3% | +51.2% | +286.2% | +292.3% |
| 5Y | +402.3% | -51.7% | +454.0% | +394.4% |
| All | +273.8% | -44.2% | +318.1% | +266.7% |
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