+7.9%
AMT vs PAYC
-22.2%
+30.1%
-28.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -5.4% | +5.3% | +0.4% |
| 7D | -0.2% | -7.9% | +7.7% | +0.5% |
| 30D | +1.8% | +2.1% | -0.3% | +1.7% |
| 3M | -6.2% | +61.8% | -68.0% | -9.8% |
| 6M | -5.0% | +59.9% | -64.9% | -8.7% |
| YTD | +2.1% | +38.5% | -36.4% | -1.0% |
| 1Y | -5.7% | -1.4% | -4.4% | -6.5% |
| 3Y | +7.9% | -21.0% | +28.9% | +12.1% |
| All | +7.9% | -22.2% | +30.1% | +12.1% |
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