+390.9%
AMD vs PAYX
+19.2%
+371.7%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAYX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -1.9% | +4.9% | +3.7% |
| 7D | +14.0% | -7.5% | +21.5% | +17.1% |
| 30D | +11.0% | -5.3% | +16.3% | +12.7% |
| 3M | +9.6% | +15.6% | -6.0% | -0.6% |
| 6M | +157.1% | +19.5% | +137.6% | +126.2% |
| YTD | +143.3% | +5.8% | +137.5% | +129.1% |
| 1Y | +234.4% | -10.9% | +245.3% | +254.0% |
| 3Y | +391.2% | +5.4% | +385.8% | +323.6% |
| 5Y | +390.9% | +20.4% | +370.5% | +272.8% |
| All | +390.9% | +19.2% | +371.7% | +272.8% |
Cumulative growth
Daily Returns
Daily percentage return beside PAYX.
Daily Out/Under-Performance
Portfolio return minus PAYX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PAYX 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 PAYX 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