+5.9%
PAYX vs AMIX
-99.9%
+105.7%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -0.2% | -3.7% | -3.9% |
| 7D | -6.9% | -3.4% | -3.6% | -6.9% |
| 30D | -2.6% | -54.4% | +51.8% | -2.3% |
| 3M | +19.4% | -45.7% | +65.2% | +18.4% |
| 6M | +18.7% | -49.2% | +67.8% | +17.7% |
| YTD | +7.8% | -60.3% | +68.1% | +7.0% |
| 1Y | -9.9% | -81.4% | +71.5% | -10.2% |
| All | +5.9% | -99.9% | +105.7% | +7.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling