+8.0%
PAYX vs AMC
-65.5%
+73.5%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -3.4% | -0.5% | -3.8% |
| 7D | -6.9% | -0.8% | -6.2% | -6.9% |
| 30D | -2.6% | -1.2% | -1.4% | -2.6% |
| 3M | +19.4% | +42.2% | -22.8% | +17.2% |
| 6M | +18.7% | +118.8% | -100.1% | +14.2% |
| YTD | +7.8% | +64.1% | -56.3% | +4.6% |
| 1Y | -9.9% | -9.5% | -0.3% | -10.9% |
| All | +8.0% | -65.5% | +73.5% | +8.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling