-10.7%
PAYX vs AMRZ
-24.2%
+13.5%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.2% | +0.3% | +0.5% |
| 7D | -4.9% | -7.5% | +2.7% | -4.6% |
| 30D | -3.8% | -12.4% | +8.6% | -3.5% |
| 3M | +17.9% | -22.4% | +40.2% | +18.3% |
| 6M | +26.1% | -29.5% | +55.6% | +27.0% |
| YTD | +6.7% | -24.1% | +30.9% | +6.5% |
| 1Y | -10.7% | -26.3% | +15.5% | -11.5% |
| All | -10.7% | -24.2% | +13.5% | -11.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AMRZ.
Daily Out/Under-Performance
Portfolio return minus AMRZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMRZ 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 AMRZ 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