+179.7%
PAYX vs AMBA
+0.6%
+179.0%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.3% | +2.1% | +0.1% |
| 7D | -3.6% | +10.7% | -14.3% | -4.7% |
| 30D | +9.5% | -5.0% | +14.5% | +9.8% |
| 3M | -3.3% | -26.9% | +23.6% | -0.5% |
| 6M | +27.1% | -21.9% | +49.0% | +26.9% |
| YTD | +7.3% | -13.8% | +21.1% | +4.8% |
| 1Y | +8.3% | -36.1% | +44.4% | +9.8% |
| 3Y | +11.6% | +21.6% | -10.0% | -2.3% |
| 5Y | +8.5% | -68.8% | +77.2% | +9.8% |
| All | +179.7% | +0.6% | +179.0% | +103.5% |
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