+51.2%
PAYC vs AMBA
+16.7%
+34.4%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | +6.1% | -11.2% | -5.5% |
| 7D | -10.2% | -7.2% | -2.9% | -9.7% |
| 30D | +6.1% | -10.4% | +16.5% | +6.8% |
| 3M | +10.1% | -30.1% | +40.2% | +12.5% |
| 6M | +88.6% | -22.4% | +111.1% | +88.1% |
| YTD | +50.0% | -17.3% | +67.3% | +47.4% |
| 1Y | +46.1% | -35.4% | +81.5% | +48.1% |
| 3Y | +51.2% | +18.6% | +32.5% | +30.2% |
| All | +51.2% | +16.7% | +34.4% | +30.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AMBA.
Daily Out/Under-Performance
Portfolio return minus AMBA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMBA 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 AMBA 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