+288.6%
AZO vs GRMN
+677.8%
-389.2%
-42.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +4.2% | -4.4% | -1.2% |
| 7D | -3.6% | +2.4% | -6.0% | -4.2% |
| 30D | -5.6% | -8.5% | +2.9% | -3.5% |
| 3M | -6.6% | +19.5% | -26.1% | -11.4% |
| 6M | -22.5% | +21.2% | -43.7% | -26.8% |
| YTD | -15.2% | +41.0% | -56.2% | -23.3% |
| 1Y | -33.9% | +19.6% | -53.5% | -37.8% |
| 3Y | +11.8% | +183.8% | -172.0% | -24.1% |
| 5Y | +85.5% | +83.0% | +2.5% | +46.8% |
| All | +288.6% | +677.8% | -389.2% | +90.6% |
Cumulative growth
Daily Returns
Daily percentage return beside GRMN.
Daily Out/Under-Performance
Portfolio return minus GRMN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GRMN 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 GRMN 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