+39,538.7%
AZO vs EAT
+6,298.3%
+33,240.5%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -3.2% | +1.9% | -0.8% |
| 7D | -0.8% | -6.8% | +6.0% | +0.4% |
| 30D | -5.1% | -5.4% | +0.3% | -4.4% |
| 3M | -7.2% | +42.8% | -50.0% | -13.3% |
| 6M | -20.7% | +56.5% | -77.2% | -27.7% |
| YTD | -14.2% | +50.0% | -64.2% | -21.4% |
| 1Y | -32.2% | +38.3% | -70.4% | -37.3% |
| 3Y | +11.1% | +591.6% | -580.5% | -27.1% |
| 5Y | +87.6% | +312.6% | -225.1% | +29.4% |
| 10Y | +302.9% | +381.4% | -78.5% | +130.1% |
| All | +39,538.7% | +6,298.3% | +33,240.5% | +10,208.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling