+59.2%
ALB vs AZO
-32.5%
+91.8%
-47.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.2% | -3.3% | -3.4% |
| 7D | -6.6% | -3.6% | -3.1% | -6.9% |
| 30D | -8.1% | -5.6% | -2.6% | -8.5% |
| 3M | -25.7% | -6.6% | -19.0% | -25.8% |
| 6M | -29.5% | -22.5% | -6.9% | -29.6% |
| YTD | -16.2% | -15.2% | -1.0% | -13.2% |
| 1Y | +59.2% | -33.9% | +93.2% | +39.0% |
| All | +59.2% | -32.5% | +91.8% | +39.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling