-18.5%
AMRZ vs PAYC
+3.5%
-22.0%
-44.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -5.1% | +3.3% | -1.7% |
| 7D | +1.2% | -10.2% | +11.4% | +1.3% |
| 30D | +15.1% | +6.1% | +8.9% | +15.4% |
| 3M | -18.1% | +10.1% | -28.1% | -17.7% |
| 6M | -23.5% | +88.6% | -112.1% | -22.7% |
| YTD | -21.6% | +50.0% | -71.6% | -19.4% |
| 1Y | -14.7% | +46.1% | -60.8% | -12.2% |
| All | -18.5% | +3.5% | -22.0% | -12.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling