+7,514.2%
ADBE vs AZO
+42,241.4%
-34,727.2%
-79.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.4% | +0.4% | -0.5% |
| 7D | -8.9% | -0.8% | -8.1% | -8.7% |
| 30D | -6.6% | -5.1% | -1.5% | -5.2% |
| 3M | +7.1% | -7.2% | +14.4% | +9.6% |
| 6M | -9.8% | -20.7% | +11.0% | -3.5% |
| YTD | -27.2% | -14.2% | -13.0% | -24.3% |
| 1Y | -28.0% | -32.2% | +4.1% | -19.8% |
| 3Y | -54.5% | +11.1% | -65.7% | -57.1% |
| 5Y | -61.5% | +87.6% | -149.1% | -69.3% |
| 10Y | +156.4% | +302.9% | -146.5% | +55.5% |
| All | +7,514.2% | +42,241.4% | -34,727.2% | +928.8% |
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