+8,889.6%
AMD vs AZO
+43,293.3%
-34,403.8%
-96.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +0.5% | +4.2% | +4.5% |
| 7D | +2.6% | +0.7% | +1.9% | +2.3% |
| 30D | -0.9% | -2.7% | +1.8% | -0.1% |
| 3M | -8.7% | -3.2% | -5.5% | -8.9% |
| 6M | +136.3% | -19.7% | +156.1% | +150.0% |
| YTD | +123.0% | -12.0% | +135.0% | +127.8% |
| 1Y | +195.2% | -29.5% | +224.7% | +222.9% |
| 3Y | +336.3% | +17.3% | +319.0% | +291.0% |
| 5Y | +334.5% | +94.1% | +240.4% | +224.7% |
| 10Y | +6,259.1% | +303.3% | +5,955.8% | +3,452.5% |
| All | +8,889.6% | +43,293.3% | -34,403.8% | +853.5% |
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