+54.5%
ADI vs AZO
-32.5%
+87.0%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -0.2% | +5.0% | +4.8% |
| 7D | +4.6% | -3.6% | +8.1% | +4.2% |
| 30D | -1.2% | -5.6% | +4.4% | -1.6% |
| 3M | -7.8% | -6.6% | -1.2% | -8.0% |
| 6M | +19.3% | -22.5% | +41.9% | +21.1% |
| YTD | +40.9% | -15.2% | +56.1% | +43.9% |
| 1Y | +54.5% | -33.9% | +88.4% | +58.6% |
| All | +54.5% | -32.5% | +87.0% | +58.6% |
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