+299.7%
ARM vs AZO
+13.5%
+286.2%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -1.0% | -2.8% | -3.8% |
| 7D | +4.8% | -2.9% | +7.7% | +4.7% |
| 30D | -5.5% | -5.3% | -0.2% | -5.7% |
| 3M | -17.3% | -7.3% | -10.0% | -17.4% |
| 6M | +110.9% | -22.7% | +133.5% | +109.9% |
| YTD | +132.5% | -15.0% | +147.6% | +133.6% |
| 1Y | +64.9% | -32.2% | +97.1% | +63.7% |
| All | +299.7% | +13.5% | +286.2% | +321.5% |
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 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