+40,092.1%
AZO vs GEN
+2,664.2%
+37,427.9%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -2.7% | +1.7% | -0.8% |
| 7D | -0.5% | -0.7% | +0.2% | -0.4% |
| 30D | -5.6% | +2.6% | -8.3% | -5.9% |
| 3M | -4.0% | +15.8% | -19.8% | -5.5% |
| 6M | -18.9% | +33.1% | -52.1% | -21.6% |
| YTD | -13.0% | +11.3% | -24.3% | -14.3% |
| 1Y | -30.4% | +1.7% | -32.1% | -30.9% |
| 3Y | +12.7% | +58.1% | -45.5% | +6.1% |
| 5Y | +89.6% | +20.6% | +69.0% | +82.1% |
| 10Y | +304.7% | +149.0% | +155.7% | +251.5% |
| All | +40,092.1% | +2,664.2% | +37,427.9% | +25,542.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling