+30,264.7%
ADI vs AZO
+41,812.3%
-11,547.6%
-82.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.0% | 0.0% | -0.7% |
| 7D | +1.3% | -2.9% | +4.2% | +2.3% |
| 30D | -6.0% | -5.3% | -0.7% | -4.3% |
| 3M | -7.7% | -7.3% | -0.4% | -6.2% |
| 6M | +14.0% | -22.7% | +36.6% | +22.5% |
| YTD | +34.4% | -15.0% | +49.4% | +39.4% |
| 1Y | +48.0% | -32.2% | +80.2% | +65.1% |
| 3Y | +113.3% | +10.0% | +103.3% | +98.4% |
| 5Y | +131.1% | +85.8% | +45.3% | +76.8% |
| 10Y | +628.7% | +298.9% | +329.9% | +317.1% |
| All | +30,264.7% | +41,812.3% | -11,547.6% | +3,813.6% |
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 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