-10.9%
PAYX vs AMIX
-81.1%
+70.2%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.2% | -1.6% | -1.9% |
| 7D | -7.5% | +1.6% | -9.0% | -7.5% |
| 30D | -5.3% | -50.8% | +45.5% | -5.2% |
| 3M | +15.6% | -46.3% | +61.9% | +13.5% |
| 6M | +19.5% | -49.9% | +69.3% | +17.2% |
| YTD | +5.8% | -60.4% | +66.2% | +3.0% |
| 1Y | -10.9% | -81.7% | +70.8% | -14.4% |
| All | -10.9% | -81.1% | +70.2% | -14.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AMIX.
Daily Out/Under-Performance
Portfolio return minus AMIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMIX 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 1y: compounded portfolio wealth divided by compounded AMIX 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…
1y analysis · Full analysis span regression · 6 months rolling