+509.9%
PAYX vs AMCR
+93.5%
+416.4%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.6% | +2.1% | +1.0% |
| 7D | -4.9% | -6.3% | +1.4% | -3.0% |
| 30D | -3.8% | -7.8% | +4.0% | -1.5% |
| 3M | +17.9% | +7.5% | +10.3% | +15.2% |
| 6M | +26.1% | +2.7% | +23.4% | +24.0% |
| YTD | +6.7% | +6.0% | +0.7% | +3.2% |
| 1Y | -10.7% | +7.8% | -18.5% | -14.3% |
| 3Y | +7.0% | +5.8% | +1.2% | +2.2% |
| 5Y | +22.6% | -11.6% | +34.2% | +23.6% |
| 10Y | +166.5% | +14.6% | +151.9% | +137.6% |
| All | +509.9% | +93.5% | +416.4% | +448.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AMCR.
Daily Out/Under-Performance
Portfolio return minus AMCR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMCR 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 AMCR 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