-34.8%
AIG vs AZO
+41,743.6%
-41,778.4%
-99.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.2% | +0.6% | +0.5% |
| 7D | -1.2% | -3.6% | +2.4% | +0.1% |
| 30D | -1.1% | -5.6% | +4.5% | +0.9% |
| 3M | +0.7% | -6.6% | +7.3% | +2.7% |
| 6M | -2.2% | -22.5% | +20.3% | +6.2% |
| YTD | -10.8% | -15.2% | +4.3% | -6.7% |
| 1Y | -2.0% | -33.9% | +31.9% | +11.7% |
| 3Y | +34.8% | +11.8% | +23.0% | +25.6% |
| 5Y | +55.0% | +85.5% | -30.5% | +18.1% |
| 10Y | +65.1% | +298.2% | -233.1% | -5.7% |
| All | -34.8% | +41,743.6% | -41,778.4% | -86.9% |
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