+288.6%
AZO vs PAYC
+358.9%
-70.3%
-42.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.3% | -1.5% | -0.4% |
| 7D | -3.6% | -5.5% | +1.9% | -2.8% |
| 30D | -5.6% | +3.8% | -9.3% | -6.1% |
| 3M | -6.6% | +65.8% | -72.5% | -13.8% |
| 6M | -22.5% | +68.7% | -91.2% | -28.9% |
| YTD | -15.2% | +38.3% | -53.5% | -20.1% |
| 1Y | -33.9% | -2.4% | -31.6% | -34.5% |
| 3Y | +11.8% | -21.5% | +33.4% | +11.0% |
| 5Y | +85.5% | -52.7% | +138.2% | +95.0% |
| All | +288.6% | +358.9% | -70.3% | +214.3% |
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