+7,922.9%
ADP vs AZO
+42,832.5%
-34,909.6%
-59.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -1.1% | -2.4% | -3.2% |
| 7D | -5.5% | -0.5% | -5.0% | -5.4% |
| 30D | -1.2% | -5.6% | +4.4% | +0.2% |
| 3M | +17.9% | -4.0% | +21.8% | +19.0% |
| 6M | +20.3% | -18.9% | +39.3% | +26.4% |
| YTD | +5.8% | -13.0% | +18.8% | +8.8% |
| 1Y | -7.7% | -30.4% | +22.7% | +0.3% |
| 3Y | +14.7% | +12.7% | +2.0% | +9.3% |
| 5Y | +45.8% | +89.6% | -43.9% | +20.9% |
| 10Y | +270.5% | +304.7% | -34.2% | +151.9% |
| All | +7,922.9% | +42,832.5% | -34,909.6% | +2,179.6% |
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 1990-01-01 to 2026-09-08: 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling