+40,523.5%
AZO vs DOC
+2,217.1%
+38,306.5%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.8% | +2.3% | +0.9% |
| 7D | +0.7% | -1.5% | +2.2% | +1.1% |
| 30D | -2.7% | -4.8% | +2.1% | -1.6% |
| 3M | -3.2% | +6.9% | -10.1% | -4.8% |
| 6M | -19.7% | +20.7% | -40.5% | -23.7% |
| YTD | -12.0% | +34.1% | -46.2% | -18.6% |
| 1Y | -29.5% | +22.6% | -52.2% | -33.5% |
| 3Y | +17.3% | +20.8% | -3.5% | +9.4% |
| 5Y | +94.1% | -24.9% | +118.9% | +101.0% |
| 10Y | +303.3% | -1.8% | +305.1% | +275.2% |
| All | +40,523.5% | +2,217.1% | +38,306.5% | +17,736.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling