+85.2%
AZO vs INDA
+5.7%
+79.6%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.0% | -1.1% | -0.5% |
| 7D | -3.6% | -2.7% | -0.9% | -2.7% |
| 30D | -5.6% | -2.8% | -2.8% | -4.6% |
| 3M | -6.6% | +1.6% | -8.3% | -7.3% |
| 6M | -22.5% | -1.4% | -21.1% | -22.3% |
| YTD | -15.2% | -10.1% | -5.0% | -12.3% |
| 1Y | -33.9% | -8.8% | -25.2% | -32.1% |
| 3Y | +11.8% | +7.6% | +4.2% | +5.7% |
| All | +85.2% | +5.7% | +79.6% | +75.0% |
Cumulative growth
Daily Returns
Daily percentage return beside INDA.
Daily Out/Under-Performance
Portfolio return minus INDA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INDA 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 5y: compounded portfolio wealth divided by compounded INDA 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…
5y analysis · Full analysis span regression · 6 months rolling