+11,227.6%
AZO vs GRMN
+6,537.4%
+4,690.2%
-42.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | 0.0% | -1.0% | -1.0% |
| 7D | -2.9% | -1.8% | -1.1% | -2.6% |
| 30D | -5.3% | -12.1% | +6.8% | -3.2% |
| 3M | -7.3% | +18.0% | -25.3% | -10.3% |
| 6M | -22.7% | +13.7% | -36.4% | -24.7% |
| YTD | -15.0% | +35.3% | -50.3% | -19.8% |
| 1Y | -32.2% | +17.2% | -49.5% | -34.6% |
| 3Y | +10.0% | +179.6% | -169.6% | -10.8% |
| 5Y | +85.8% | +75.6% | +10.3% | +62.2% |
| 10Y | +298.9% | +644.2% | -345.3% | +174.0% |
| All | +11,227.6% | +6,537.4% | +4,690.2% | +5,351.3% |
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