+136.3%
AMD vs AZO
-18.6%
+155.0%
-26.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +0.5% | +4.2% | +4.9% |
| 7D | +2.6% | +0.7% | +1.9% | +2.9% |
| 30D | -0.9% | -2.7% | +1.8% | -2.0% |
| 3M | -8.7% | -3.2% | -5.5% | -8.6% |
| 6M | +136.3% | -19.7% | +156.1% | +151.6% |
| All | +136.3% | -18.6% | +155.0% | +151.6% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling