+8.7%
PAYX vs AZO
-7.5%
+16.2%
-25.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +3.9% | -1.3% | +1.7% |
| 7D | +9.7% | +5.3% | +4.4% | +8.3% |
| 30D | +20.2% | +18.4% | +1.7% | +16.0% |
| 3M | +1.1% | +9.8% | -8.8% | -1.2% |
| 6M | +32.7% | -4.5% | +37.2% | +29.7% |
| YTD | +10.5% | -1.9% | +12.5% | +6.8% |
| 1Y | +8.7% | -9.5% | +18.3% | +4.7% |
| All | +8.7% | -7.5% | +16.2% | +4.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AZO.
Daily Out/Under-Performance
Portfolio return minus AZO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AZO 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 AZO 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