+46.6%
ASML vs AZO
-11.7%
+58.2%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +1.1% | +5.1% | +6.3% |
| 7D | -0.8% | -0.1% | -0.8% | -0.8% |
| 30D | -14.9% | +10.6% | -25.5% | -14.3% |
| 3M | -13.0% | +4.0% | -16.9% | -12.2% |
| 6M | -4.7% | -7.0% | +2.3% | -0.1% |
| YTD | +42.3% | -4.1% | +46.4% | +50.9% |
| All | +46.6% | -11.7% | +58.2% | +53.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling