+12.0%
AZO vs GEN
+58.8%
-46.8%
-33.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.7% | -1.7% | -1.1% |
| 7D | -2.9% | -4.3% | +1.4% | -2.4% |
| 30D | -5.3% | +3.8% | -9.1% | -5.7% |
| 3M | -7.3% | +22.3% | -29.6% | -9.6% |
| 6M | -22.7% | +39.0% | -61.6% | -25.6% |
| YTD | -15.0% | +11.9% | -26.9% | -16.4% |
| 1Y | -32.2% | +4.5% | -36.8% | -32.9% |
| All | +12.0% | +58.8% | -46.8% | +5.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling