+162.6%
PAYX vs AMC
-99.0%
+261.6%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -4.1% | +4.4% | +0.5% |
| 7D | -7.9% | -7.1% | -0.8% | -7.8% |
| 30D | -5.0% | -1.7% | -3.4% | -5.0% |
| 3M | +15.1% | +13.5% | +1.7% | +14.4% |
| 6M | +23.9% | +112.6% | -88.7% | +21.1% |
| YTD | +6.2% | +51.3% | -45.1% | +4.5% |
| 1Y | -9.6% | -14.5% | +4.9% | -10.0% |
| 3Y | +5.8% | -67.1% | +73.0% | +6.0% |
| 5Y | +22.0% | -99.5% | +121.5% | +29.3% |
| All | +162.6% | -99.0% | +261.6% | +146.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AMC.
Daily Out/Under-Performance
Portfolio return minus AMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMC 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 AMC 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