+70.9%
AZO vs FRSH
-72.5%
+143.4%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.2% | -0.3% | -0.2% |
| 7D | -3.6% | -6.6% | +3.0% | -3.3% |
| 30D | -5.6% | +2.1% | -7.7% | -5.7% |
| 3M | -6.6% | +29.0% | -35.6% | -7.5% |
| 6M | -22.5% | +48.6% | -71.1% | -23.6% |
| YTD | -15.2% | -2.9% | -12.2% | -15.3% |
| 1Y | -33.9% | -7.9% | -26.0% | -34.0% |
| 3Y | +11.8% | -46.5% | +58.3% | +13.2% |
| All | +70.9% | -72.5% | +143.4% | +69.0% |
Cumulative growth
Daily Returns
Daily percentage return beside FRSH.
Daily Out/Under-Performance
Portfolio return minus FRSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FRSH 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 FRSH 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