+338.9%
AZO vs DOC
+15.7%
+323.2%
-42.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +0.7% | -3.5% | -3.0% |
| 7D | +1.5% | +6.5% | -5.0% | -0.1% |
| 30D | +13.0% | +9.2% | +3.8% | +10.6% |
| 3M | +4.8% | -2.5% | +7.3% | +5.3% |
| 6M | -9.2% | +7.1% | -16.3% | -10.8% |
| YTD | -5.2% | +33.0% | -38.2% | -12.4% |
| 1Y | -12.4% | +23.3% | -35.7% | -17.6% |
| 3Y | +23.4% | +44.9% | -21.5% | +9.0% |
| 5Y | +76.9% | -21.6% | +98.5% | +84.7% |
| All | +338.9% | +15.7% | +323.2% | +292.7% |
Cumulative growth
Daily Returns
Daily percentage return beside DOC.
Daily Out/Under-Performance
Portfolio return minus DOC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOC 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 DOC 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