+12.0%
AZO vs DAR
+7.7%
+4.3%
-33.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.7% | +0.7% | -1.0% |
| 7D | -2.9% | +0.9% | -3.9% | -2.9% |
| 30D | -5.3% | +6.4% | -11.7% | -5.4% |
| 3M | -7.3% | +13.2% | -20.6% | -7.6% |
| 6M | -22.7% | +26.2% | -48.8% | -23.2% |
| YTD | -15.0% | +84.4% | -99.4% | -16.5% |
| 1Y | -32.2% | +112.0% | -144.3% | -33.6% |
| All | +12.0% | +7.7% | +4.3% | +27.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling