-80.6%
PYPL vs AZO
+85.8%
-166.4%
-86.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.2% | +0.9% | +0.8% |
| 7D | -2.3% | -3.6% | +1.3% | -1.5% |
| 30D | -9.0% | -5.6% | -3.5% | -8.0% |
| 3M | +30.6% | -6.6% | +37.2% | +32.1% |
| 6M | +18.6% | -22.5% | +41.1% | +25.0% |
| YTD | -7.2% | -15.2% | +8.0% | -4.5% |
| 1Y | -19.3% | -33.9% | +14.7% | -11.6% |
| 3Y | -12.3% | +11.8% | -24.1% | -18.0% |
| All | -80.6% | +85.8% | -166.4% | -85.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling