+85.2%
AZO vs ARWR
+29.9%
+55.3%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.1% | -0.3% | -0.2% |
| 7D | -3.6% | -4.0% | +0.5% | -3.4% |
| 30D | -5.6% | -5.0% | -0.5% | -5.3% |
| 3M | -6.6% | +11.3% | -18.0% | -7.3% |
| 6M | -22.5% | +42.6% | -65.1% | -24.3% |
| YTD | -15.2% | +24.8% | -40.0% | -16.6% |
| 1Y | -33.9% | +178.8% | -212.7% | -38.2% |
| 3Y | +11.8% | +183.3% | -171.5% | +1.5% |
| All | +85.2% | +29.9% | +55.3% | +72.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ARWR.
Daily Out/Under-Performance
Portfolio return minus ARWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ARWR 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 ARWR 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