+10.2%
PAYX vs AMIX
-99.9%
+110.1%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -1.9% | -0.8% | -2.7% |
| 7D | -4.2% | -13.7% | +9.5% | -4.1% |
| 30D | +2.9% | -62.1% | +65.0% | +3.2% |
| 3M | +23.6% | -46.2% | +69.8% | +22.6% |
| 6M | +30.0% | -46.4% | +76.5% | +28.9% |
| YTD | +12.2% | -60.3% | +72.4% | +11.4% |
| 1Y | -7.5% | -79.7% | +72.2% | -7.9% |
| All | +10.2% | -99.9% | +110.1% | +11.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling