+303.6%
PAYX vs AMC
-97.6%
+401.3%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -2.7% | +3.1% | +0.5% |
| 7D | -1.2% | +3.5% | -4.7% | -1.3% |
| 30D | +7.8% | +12.5% | -4.6% | +7.5% |
| 3M | -6.8% | +23.6% | -30.4% | -7.4% |
| 6M | +31.3% | +144.4% | -113.0% | +27.7% |
| YTD | +7.7% | +108.3% | -100.6% | +4.9% |
| 1Y | +8.1% | +38.9% | -30.8% | +6.3% |
| 3Y | +12.2% | -58.9% | +71.0% | +11.8% |
| 5Y | +8.9% | -99.2% | +108.1% | +14.8% |
| 10Y | +179.0% | -98.8% | +277.8% | +177.3% |
| All | +303.6% | -97.6% | +401.3% | +234.6% |
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