+380.2%
AMD vs AZO
+12.9%
+367.3%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -1.1% | +7.0% | +5.8% |
| 7D | +10.0% | -0.5% | +10.5% | +10.0% |
| 30D | +4.6% | -5.6% | +10.2% | +4.0% |
| 3M | +3.1% | -4.0% | +7.1% | +3.0% |
| 6M | +162.8% | -18.9% | +181.8% | +163.7% |
| YTD | +136.2% | -13.0% | +149.1% | +137.1% |
| 1Y | +234.0% | -30.4% | +264.5% | +239.1% |
| All | +380.2% | +12.9% | +367.3% | +317.9% |
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 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