+750.5%
AU vs AZO
+8,455.4%
-7,704.9%
-90.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.2% | +0.7% | +0.5% |
| 7D | -4.3% | -3.6% | -0.7% | -3.8% |
| 30D | +7.3% | -5.6% | +12.9% | +8.1% |
| 3M | +26.3% | -6.6% | +33.0% | +27.2% |
| 6M | +1.8% | -22.5% | +24.3% | +4.9% |
| YTD | +26.8% | -15.2% | +42.0% | +29.3% |
| 1Y | +66.7% | -33.9% | +100.6% | +75.1% |
| 3Y | +579.1% | +11.8% | +567.3% | +566.1% |
| 5Y | +689.3% | +85.5% | +603.8% | +622.6% |
| 10Y | +686.6% | +298.2% | +388.4% | +543.5% |
| All | +750.5% | +8,455.4% | -7,704.9% | +494.2% |
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