+320.4%
PAYX vs AMC
-98.1%
+418.5%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +4.3% | -7.0% | -2.8% |
| 7D | -4.2% | +2.3% | -6.5% | -4.3% |
| 30D | +2.9% | -0.7% | +3.7% | +2.9% |
| 3M | +23.6% | +35.2% | -11.6% | +22.2% |
| 6M | +30.0% | +124.6% | -94.5% | +26.7% |
| YTD | +12.2% | +69.9% | -57.7% | +10.0% |
| 1Y | -7.5% | -2.6% | -4.9% | -8.1% |
| 3Y | +10.1% | -79.8% | +89.9% | +11.3% |
| 5Y | +25.1% | -99.4% | +124.5% | +32.8% |
| 10Y | +171.7% | -98.9% | +270.6% | +166.0% |
| All | +320.4% | -98.1% | +418.5% | +250.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling