-25.2%
GIS vs PAYC
-54.0%
+28.8%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +0.2% | -3.3% | -3.1% |
| 7D | -8.4% | -10.2% | +1.8% | -7.9% |
| 30D | -5.2% | +2.0% | -7.2% | -5.3% |
| 3M | +8.2% | +58.3% | -50.1% | +5.8% |
| 6M | -12.0% | +64.5% | -76.5% | -14.1% |
| YTD | -18.9% | +36.5% | -55.4% | -20.4% |
| 1Y | -23.6% | -1.3% | -22.4% | -24.5% |
| 3Y | -37.6% | -22.1% | -15.5% | -38.3% |
| 5Y | -25.2% | -53.3% | +28.1% | -28.8% |
| All | -25.2% | -54.0% | +28.8% | -28.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling