+288.6%
AZO vs A
+256.4%
+32.1%
-42.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +2.7% | -2.8% | -0.8% |
| 7D | -3.6% | -2.6% | -1.0% | -3.0% |
| 30D | -5.6% | -0.9% | -4.7% | -5.5% |
| 3M | -6.6% | +13.6% | -20.3% | -9.8% |
| 6M | -22.5% | +27.8% | -50.3% | -27.7% |
| YTD | -15.2% | +8.6% | -23.8% | -17.7% |
| 1Y | -33.9% | +16.9% | -50.8% | -37.3% |
| 3Y | +11.8% | +32.9% | -21.1% | -0.3% |
| 5Y | +85.5% | -14.1% | +99.6% | +85.6% |
| All | +288.6% | +256.4% | +32.1% | +174.1% |
Cumulative growth
Daily Returns
Daily percentage return beside A.
Daily Out/Under-Performance
Portfolio return minus A return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × A 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 10y: compounded portfolio wealth divided by compounded A 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…
10y analysis · Full analysis span regression · 6 months rolling