-18.0%
GIS vs PAYC
+5.6%
-23.6%
-34.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -3.7% | +1.2% | -1.9% |
| 7D | -7.8% | -2.9% | -5.0% | -7.5% |
| 30D | +6.6% | +32.8% | -26.2% | +2.0% |
| 3M | +21.0% | +69.3% | -48.3% | +10.7% |
| 6M | -9.1% | +74.0% | -83.0% | -16.7% |
| YTD | -13.6% | +46.4% | -60.0% | -19.6% |
| 1Y | -18.0% | +4.2% | -22.2% | -22.0% |
| All | -18.0% | +5.6% | -23.6% | -22.0% |
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