+85.2%
AZO vs EAT
+313.1%
-227.9%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.0% | +0.9% | -0.1% |
| 7D | -3.6% | -7.7% | +4.1% | -3.0% |
| 30D | -5.6% | -13.6% | +8.0% | -4.5% |
| 3M | -6.6% | +33.9% | -40.5% | -8.9% |
| 6M | -22.5% | +47.2% | -69.7% | -25.2% |
| YTD | -15.2% | +48.1% | -63.2% | -18.3% |
| 1Y | -33.9% | +33.7% | -67.6% | -36.0% |
| 3Y | +11.8% | +595.8% | -584.0% | -11.1% |
| All | +85.2% | +313.1% | -227.9% | +47.5% |
Cumulative growth
Daily Returns
Daily percentage return beside EAT.
Daily Out/Under-Performance
Portfolio return minus EAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EAT 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 5y: compounded portfolio wealth divided by compounded EAT 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…
5y analysis · Full analysis span regression · 6 months rolling