+164.0%
PAYX vs AZO
+296.8%
-132.8%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.2% | +0.7% | +0.6% |
| 7D | -4.9% | -3.6% | -1.3% | -3.5% |
| 30D | -3.8% | -5.6% | +1.8% | -1.8% |
| 3M | +17.9% | -6.6% | +24.5% | +20.7% |
| 6M | +26.1% | -22.5% | +48.6% | +37.8% |
| YTD | +6.7% | -15.2% | +21.9% | +11.9% |
| 1Y | -10.7% | -33.9% | +23.2% | +3.0% |
| 3Y | +7.0% | +11.8% | -4.8% | -1.5% |
| 5Y | +22.6% | +85.5% | -62.9% | -10.5% |
| All | +164.0% | +296.8% | -132.8% | +48.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling