+10,056.1%
AZO vs A
+442.2%
+9,613.8%
-42.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -2.7% | +1.6% | -0.6% |
| 7D | -0.5% | -2.1% | +1.6% | -0.1% |
| 30D | -5.6% | +0.6% | -6.2% | -5.8% |
| 3M | -4.0% | +10.9% | -14.9% | -5.8% |
| 6M | -18.9% | +28.2% | -47.1% | -22.6% |
| YTD | -13.0% | +8.6% | -21.5% | -14.7% |
| 1Y | -30.4% | +15.5% | -46.0% | -32.7% |
| 3Y | +12.7% | +31.8% | -19.1% | +5.3% |
| 5Y | +89.6% | -14.9% | +104.5% | +88.7% |
| 10Y | +304.7% | +237.8% | +66.9% | +218.4% |
| All | +10,056.1% | +442.2% | +9,613.8% | +6,082.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling