+338.9%
AZO vs DOC
+21.1%
+317.8%
-42.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.8% | -0.7% | +0.6% |
| 7D | -0.1% | +5.9% | -5.9% | -1.5% |
| 30D | +10.6% | +10.3% | +0.3% | +7.9% |
| 3M | +4.0% | -2.2% | +6.2% | +4.4% |
| 6M | -7.0% | +8.2% | -15.2% | -8.9% |
| YTD | -4.1% | +35.4% | -39.5% | -11.9% |
| 1Y | -12.6% | +23.6% | -36.2% | -17.7% |
| 3Y | +21.4% | +57.3% | -35.9% | +4.8% |
| 5Y | +74.2% | -19.6% | +93.8% | +80.7% |
| 10Y | +338.9% | +20.8% | +318.1% | +292.5% |
| All | +338.9% | +21.1% | +317.8% | +292.5% |
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