+20.4%
PAYX vs AMC
-99.5%
+119.9%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -3.9% | +2.0% | -1.7% |
| 7D | -7.5% | -6.8% | -0.6% | -7.2% |
| 30D | -5.3% | +1.7% | -7.0% | -5.4% |
| 3M | +15.6% | +26.8% | -11.2% | +13.8% |
| 6M | +19.5% | +117.7% | -98.2% | +14.5% |
| YTD | +5.8% | +57.7% | -51.9% | +2.6% |
| 1Y | -10.9% | -12.5% | +1.6% | -11.6% |
| 3Y | +5.4% | -65.7% | +71.2% | +5.7% |
| 5Y | +20.4% | -99.5% | +119.9% | +39.9% |
| All | +20.4% | -99.5% | +119.9% | +39.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling