+8,732.2%
AMD vs AZO
+300.1%
+8,432.1%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -1.4% | +4.4% | +3.4% |
| 7D | +14.0% | -0.8% | +14.8% | +14.2% |
| 30D | +11.0% | -5.1% | +16.1% | +12.5% |
| 3M | +9.6% | -7.2% | +16.8% | +10.8% |
| 6M | +157.1% | -20.7% | +177.8% | +172.3% |
| YTD | +143.3% | -14.2% | +157.5% | +150.0% |
| 1Y | +234.4% | -32.2% | +266.6% | +270.3% |
| 3Y | +391.2% | +11.1% | +380.1% | +337.8% |
| 5Y | +390.9% | +87.6% | +303.3% | +254.9% |
| 10Y | +8,732.2% | +302.9% | +8,429.3% | +5,790.2% |
| All | +8,732.2% | +300.1% | +8,432.1% | +5,790.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling