+1,607.1%
AMAT vs AZO
+297.5%
+1,309.6%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -1.0% | -2.2% | -2.8% |
| 7D | +4.2% | -2.9% | +7.1% | +5.3% |
| 30D | -13.5% | -5.3% | -8.2% | -11.9% |
| 3M | -8.6% | -7.3% | -1.2% | -7.1% |
| 6M | +31.6% | -22.7% | +54.2% | +42.7% |
| YTD | +77.3% | -15.0% | +92.3% | +84.5% |
| 1Y | +179.4% | -32.2% | +211.6% | +217.1% |
| 3Y | +215.0% | +10.0% | +205.0% | +179.8% |
| 5Y | +245.8% | +85.8% | +160.0% | +135.4% |
| All | +1,607.1% | +297.5% | +1,309.6% | +861.1% |
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 2016-09-10 to 2026-09-10: 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling