+11.9%
ACN vs AZO
-7.5%
+19.4%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +3.9% | -0.1% | +2.5% |
| 7D | +8.6% | +5.3% | +3.2% | +6.7% |
| 30D | +36.6% | +18.4% | +18.1% | +30.3% |
| 3M | +56.3% | +9.8% | +46.5% | +51.9% |
| 6M | +49.7% | -4.5% | +54.2% | +47.6% |
| YTD | +1.3% | -1.9% | +3.3% | +0.3% |
| 1Y | +11.9% | -9.5% | +21.5% | +10.6% |
| All | +11.9% | -7.5% | +19.4% | +10.6% |
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