+11,209.1%
AZO vs GRMN
+6,819.4%
+4,389.7%
-42.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +4.2% | -4.4% | -0.9% |
| 7D | -3.6% | +2.4% | -6.0% | -4.0% |
| 30D | -5.6% | -8.5% | +2.9% | -4.2% |
| 3M | -6.6% | +19.5% | -26.1% | -9.8% |
| 6M | -22.5% | +21.2% | -43.7% | -25.3% |
| YTD | -15.2% | +41.0% | -56.2% | -20.5% |
| 1Y | -33.9% | +19.6% | -53.5% | -36.5% |
| 3Y | +11.8% | +183.8% | -172.0% | -9.5% |
| 5Y | +85.5% | +83.0% | +2.5% | +60.8% |
| 10Y | +298.2% | +675.8% | -377.6% | +171.6% |
| All | +11,209.1% | +6,819.4% | +4,389.7% | +5,303.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling