-65.0%
AVTR vs AZO
+85.8%
-150.8%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.2% | -0.3% | -0.4% |
| 7D | -1.1% | -3.6% | +2.5% | -0.2% |
| 30D | +6.3% | -5.6% | +11.9% | +7.7% |
| 3M | +53.3% | -6.6% | +60.0% | +55.4% |
| 6M | +78.6% | -22.5% | +101.2% | +89.8% |
| YTD | +29.2% | -15.2% | +44.4% | +33.6% |
| 1Y | +13.8% | -33.9% | +47.8% | +25.8% |
| 3Y | -27.4% | +11.8% | -39.2% | -31.8% |
| All | -65.0% | +85.8% | -150.8% | -74.1% |
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