+10,307.5%
AMD vs AZO
+46,994.3%
-36,686.7%
-96.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +0.6% | +6.7% | +7.1% |
| 7D | +13.1% | -2.6% | +15.8% | +14.1% |
| 30D | -7.0% | +11.7% | -18.6% | -10.8% |
| 3M | +16.6% | +6.4% | +10.2% | +13.1% |
| 6M | +20.5% | -5.5% | +26.1% | +19.9% |
| YTD | +158.2% | -4.5% | +162.7% | +154.6% |
| 1Y | +132.8% | -13.8% | +146.6% | +137.1% |
| 3Y | +366.2% | +19.8% | +346.4% | +312.7% |
| 5Y | +278.7% | +71.6% | +207.1% | +193.6% |
| 10Y | +8,164.6% | +331.5% | +7,833.1% | +4,379.2% |
| All | +10,307.5% | +46,994.3% | -36,686.7% | +965.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling