+288.6%
AZO vs FTV
+80.7%
+207.8%
-42.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.3% | -0.5% | -0.3% |
| 7D | -3.6% | -4.0% | +0.4% | -2.3% |
| 30D | -5.6% | -11.0% | +5.5% | -2.0% |
| 3M | -6.6% | -8.4% | +1.8% | -4.3% |
| 6M | -22.5% | -2.6% | -20.0% | -22.3% |
| YTD | -15.2% | -0.6% | -14.6% | -16.1% |
| 1Y | -33.9% | +11.0% | -44.9% | -37.3% |
| 3Y | +11.8% | -6.3% | +18.2% | +10.3% |
| 5Y | +85.5% | -1.5% | +87.1% | +76.4% |
| All | +288.6% | +80.7% | +207.8% | +180.7% |
Cumulative growth
Daily Returns
Daily percentage return beside FTV.
Daily Out/Under-Performance
Portfolio return minus FTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FTV 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 FTV 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