+288.6%
AZO vs GEN
+159.8%
+128.7%
-42.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.0% | -1.1% | -0.3% |
| 7D | -3.6% | -1.3% | -2.3% | -3.4% |
| 30D | -5.6% | +6.1% | -11.7% | -6.3% |
| 3M | -6.6% | +27.0% | -33.6% | -9.5% |
| 6M | -22.5% | +43.9% | -66.4% | -26.2% |
| YTD | -15.2% | +13.0% | -28.2% | -16.9% |
| 1Y | -33.9% | +4.0% | -38.0% | -34.7% |
| 3Y | +11.8% | +66.2% | -54.4% | +3.3% |
| 5Y | +85.5% | +23.2% | +62.4% | +75.8% |
| All | +288.6% | +159.8% | +128.7% | +222.0% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 GEN 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