+579.1%
AU vs AZO
+10.0%
+569.0%
-39.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.2% | +0.7% | +0.6% |
| 7D | -4.3% | -3.6% | -0.7% | -3.5% |
| 30D | +7.3% | -5.6% | +12.9% | +8.5% |
| 3M | +26.3% | -6.6% | +33.0% | +27.7% |
| 6M | +1.8% | -22.5% | +24.3% | +7.9% |
| YTD | +26.8% | -15.2% | +42.0% | +32.6% |
| 1Y | +66.7% | -33.9% | +100.6% | +83.6% |
| 3Y | +579.1% | +11.8% | +567.3% | +588.9% |
| All | +579.1% | +10.0% | +569.0% | +588.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling