+106.2%
AMT vs AZO
+296.8%
-190.6%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -0.2% | +3.0% | +2.9% |
| 7D | +1.1% | -3.6% | +4.7% | +2.2% |
| 30D | +4.4% | -5.6% | +9.9% | +6.0% |
| 3M | -5.2% | -6.6% | +1.5% | -3.5% |
| 6M | -0.8% | -22.5% | +21.7% | +5.8% |
| YTD | +3.3% | -15.2% | +18.5% | +7.2% |
| 1Y | -6.0% | -33.9% | +27.9% | +4.5% |
| 3Y | +9.6% | +11.8% | -2.2% | +3.6% |
| 5Y | -29.2% | +85.5% | -114.8% | -43.4% |
| All | +106.2% | +296.8% | -190.6% | +42.8% |
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