+56.2%
AG vs AZO
+85.8%
-29.6%
-70.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.2% | -2.8% | -2.9% |
| 7D | -6.7% | -3.6% | -3.2% | -6.1% |
| 30D | +2.2% | -5.6% | +7.7% | +3.2% |
| 3M | +15.7% | -6.6% | +22.3% | +16.8% |
| 6M | -23.8% | -22.5% | -1.3% | -19.8% |
| YTD | +17.6% | -15.2% | +32.8% | +22.0% |
| 1Y | +88.6% | -33.9% | +122.6% | +105.6% |
| 3Y | +253.4% | +11.8% | +241.6% | +234.7% |
| All | +56.2% | +85.8% | -29.6% | +37.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling