+696.9%
AVGO vs AZO
+85.8%
+611.1%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.2% | +0.5% | +0.4% |
| 7D | +1.1% | -3.6% | +4.7% | +1.8% |
| 30D | -13.0% | -5.6% | -7.4% | -12.1% |
| 3M | -6.0% | -6.6% | +0.7% | -5.2% |
| 6M | +6.4% | -22.5% | +28.9% | +11.8% |
| YTD | +5.0% | -15.2% | +20.2% | +7.5% |
| 1Y | +1.4% | -33.9% | +35.3% | +10.8% |
| 3Y | +336.8% | +11.8% | +325.0% | +286.3% |
| All | +696.9% | +85.8% | +611.1% | +447.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling