+26.8%
AZN vs PAYX
+6.4%
+20.4%
-27.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PAYX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.5% | -0.2% | +0.3% |
| 7D | -1.6% | -4.9% | +3.3% | -1.0% |
| 30D | +1.1% | -3.8% | +4.9% | +1.5% |
| 3M | -12.1% | +17.9% | -30.0% | -13.9% |
| 6M | -17.1% | +26.1% | -43.2% | -19.6% |
| YTD | -12.0% | +6.7% | -18.7% | -11.7% |
| 1Y | -0.2% | -10.7% | +10.5% | +4.1% |
| 3Y | +26.8% | +7.0% | +19.8% | +28.4% |
| All | +26.8% | +6.4% | +20.4% | +28.4% |
Cumulative growth
Daily Returns
Daily percentage return beside PAYX.
Daily Out/Under-Performance
Portfolio return minus PAYX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PAYX 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 PAYX 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