+93.1%
ACN vs AZO
+296.8%
-203.7%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | -0.2% | +3.5% | +3.4% |
| 7D | -1.5% | -3.6% | +2.1% | -0.3% |
| 30D | +2.1% | -5.6% | +7.6% | +4.0% |
| 3M | +11.1% | -6.6% | +17.7% | +13.7% |
| 6M | -6.8% | -22.5% | +15.7% | +1.0% |
| YTD | -30.0% | -15.2% | -14.9% | -26.8% |
| 1Y | -23.1% | -33.9% | +10.8% | -12.6% |
| 3Y | -40.4% | +11.8% | -52.2% | -44.6% |
| 5Y | -41.6% | +85.5% | -127.1% | -55.6% |
| All | +93.1% | +296.8% | -203.7% | +19.5% |
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