+288.6%
AZO vs DAR
+366.1%
-77.5%
-42.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.9% | +1.7% | +0.1% |
| 7D | -3.6% | -0.1% | -3.4% | -3.6% |
| 30D | -5.6% | +2.6% | -8.2% | -6.1% |
| 3M | -6.6% | +14.2% | -20.9% | -9.0% |
| 6M | -22.5% | +17.2% | -39.7% | -24.9% |
| YTD | -15.2% | +80.9% | -96.0% | -23.6% |
| 1Y | -33.9% | +104.0% | -137.9% | -42.0% |
| 3Y | +11.8% | +3.6% | +8.2% | +8.9% |
| 5Y | +85.5% | -7.8% | +93.3% | +77.9% |
| All | +288.6% | +366.1% | -77.5% | +128.9% |
Cumulative growth
Daily Returns
Daily percentage return beside DAR.
Daily Out/Under-Performance
Portfolio return minus DAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAR 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 DAR 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