+216.5%
AZN vs PAYC
+358.9%
-142.3%
-27.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.3% | -1.0% | +0.2% |
| 7D | -1.6% | -5.5% | +4.0% | -1.0% |
| 30D | +1.1% | +3.8% | -2.7% | +0.6% |
| 3M | -12.1% | +65.8% | -77.9% | -17.1% |
| 6M | -17.1% | +68.7% | -85.8% | -22.3% |
| YTD | -12.0% | +38.3% | -50.3% | -15.7% |
| 1Y | -0.2% | -2.4% | +2.2% | -0.6% |
| 3Y | +26.8% | -21.5% | +48.3% | +26.7% |
| 5Y | +56.9% | -52.7% | +109.6% | +64.2% |
| All | +216.5% | +358.9% | -142.3% | +131.1% |
Cumulative growth
Daily Returns
Daily percentage return beside PAYC.
Daily Out/Under-Performance
Portfolio return minus PAYC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PAYC 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 10y: compounded portfolio wealth divided by compounded PAYC 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…
10y analysis · Full analysis span regression · 6 months rolling