+264.6%
AMD vs PAYX
+8.8%
+255.7%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAYX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | +0.4% | -9.2% | -8.9% |
| 7D | +18.9% | -1.2% | +20.1% | +19.2% |
| 30D | -6.4% | +7.8% | -14.3% | -9.5% |
| 3M | +10.6% | -6.8% | +17.4% | +12.0% |
| 6M | +19.9% | +31.3% | -11.4% | -0.3% |
| YTD | +149.4% | +7.7% | +141.7% | +130.9% |
| 1Y | +115.4% | +8.1% | +107.3% | +98.0% |
| 3Y | +357.3% | +12.2% | +345.1% | +269.6% |
| All | +264.6% | +8.8% | +255.7% | +193.8% |
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