+1,713.3%
AZO vs GNRC
+2,082.9%
-369.6%
-42.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GNRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +2.9% | -3.1% | -0.5% |
| 7D | -3.6% | -0.2% | -3.4% | -3.6% |
| 30D | -5.6% | -15.7% | +10.2% | -3.7% |
| 3M | -6.6% | -27.3% | +20.7% | -3.7% |
| 6M | -22.5% | -12.1% | -10.5% | -22.4% |
| YTD | -15.2% | +37.1% | -52.3% | -19.9% |
| 1Y | -33.9% | -0.5% | -33.5% | -35.4% |
| 3Y | +11.8% | +61.5% | -49.7% | +0.2% |
| 5Y | +85.5% | -58.6% | +144.1% | +93.7% |
| 10Y | +298.2% | +446.3% | -148.1% | +176.8% |
| All | +1,713.3% | +2,082.9% | -369.6% | +987.0% |
Cumulative growth
Daily Returns
Daily percentage return beside GNRC.
Daily Out/Under-Performance
Portfolio return minus GNRC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GNRC 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 GNRC 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