-50.7%
PAYC vs AMBA
-54.5%
+3.8%
-79.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -0.8% | -2.9% | -3.5% |
| 7D | -2.9% | -11.0% | +8.1% | -0.6% |
| 30D | +32.8% | -23.2% | +55.9% | +39.8% |
| 3M | +69.3% | -12.7% | +82.0% | +68.2% |
| 6M | +74.0% | +11.2% | +62.8% | +59.0% |
| YTD | +46.4% | -11.2% | +57.6% | +40.2% |
| 1Y | +4.2% | -22.5% | +26.7% | +1.3% |
| 3Y | -19.7% | -1.3% | -18.4% | -33.6% |
| All | -50.7% | -54.5% | +3.8% | -52.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling