+10.8%
PAYX vs AMBA
-69.1%
+79.9%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -2.1% | +3.3% | +1.4% |
| 7D | +0.5% | -2.6% | +3.1% | +0.6% |
| 30D | +12.9% | -10.5% | +23.4% | +13.7% |
| 3M | -3.1% | -26.4% | +23.3% | -1.1% |
| 6M | +27.9% | -20.9% | +48.8% | +27.5% |
| YTD | +8.2% | -14.8% | +23.0% | +6.2% |
| 1Y | +8.9% | -36.1% | +45.0% | +10.2% |
| 3Y | +12.6% | +20.2% | -7.6% | -1.0% |
| 5Y | +10.8% | -67.2% | +78.0% | +8.2% |
| All | +10.8% | -69.1% | +79.9% | +8.2% |
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 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