+162.6%
PAYX vs AMBA
+8.8%
+153.8%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.4% | +1.7% | +0.5% |
| 7D | -7.9% | +7.1% | -15.0% | -8.7% |
| 30D | -5.0% | -18.1% | +13.1% | -3.0% |
| 3M | +15.1% | +8.4% | +6.7% | +11.9% |
| 6M | +23.9% | +25.7% | -1.8% | +16.6% |
| YTD | +6.2% | -4.2% | +10.4% | +3.1% |
| 1Y | -9.6% | -18.7% | +9.1% | -11.2% |
| 3Y | +5.8% | +13.3% | -7.5% | -5.5% |
| 5Y | +22.0% | -54.2% | +76.2% | +16.9% |
| All | +162.6% | +8.8% | +153.8% | +92.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling