+43.7%
PYPL vs AZO
+336.0%
-292.3%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.4% | -0.5% | -1.5% |
| 7D | -4.3% | -0.8% | -3.5% | -4.1% |
| 30D | -11.5% | -5.1% | -6.3% | -10.1% |
| 3M | +26.1% | -7.2% | +33.4% | +28.6% |
| 6M | +13.7% | -20.7% | +34.4% | +21.4% |
| YTD | -9.8% | -14.2% | +4.3% | -6.5% |
| 1Y | -22.1% | -32.2% | +10.1% | -12.8% |
| 3Y | -13.5% | +11.1% | -24.6% | -19.8% |
| 5Y | -81.6% | +87.6% | -169.2% | -86.3% |
| 10Y | +38.8% | +302.9% | -264.2% | -20.1% |
| All | +43.7% | +336.0% | -292.3% | -23.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling