+2,778.3%
AZO vs ACWI
+340.5%
+2,437.8%
-42.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.3% | +0.5% | +0.4% |
| 7D | +1.3% | +2.4% | -1.1% | 0.0% |
| 30D | +12.0% | -1.7% | +13.6% | +12.9% |
| 3M | +7.2% | -3.9% | +11.1% | +9.4% |
| 6M | -3.2% | +0.8% | -4.0% | -4.2% |
| YTD | -3.9% | +11.0% | -14.9% | -10.1% |
| 1Y | -14.7% | +13.1% | -27.7% | -21.0% |
| 3Y | +20.4% | +73.9% | -53.5% | -14.5% |
| 5Y | +72.8% | +59.0% | +13.8% | +28.5% |
| 10Y | +334.4% | +224.4% | +110.1% | +114.5% |
| All | +2,778.3% | +340.5% | +2,437.8% | +1,017.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI 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 ACWI 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