+369.5%
ALAB vs AZO
-9.0%
+378.4%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -0.2% | +2.5% | +2.3% |
| 7D | -6.2% | -3.6% | -2.6% | -7.2% |
| 30D | -8.7% | -5.6% | -3.1% | -10.1% |
| 3M | -20.7% | -6.6% | -14.1% | -21.5% |
| 6M | +133.5% | -22.5% | +156.0% | +128.2% |
| YTD | +75.1% | -15.2% | +90.2% | +73.4% |
| 1Y | +25.0% | -33.9% | +59.0% | +19.9% |
| All | +369.5% | -9.0% | +378.4% | +321.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling