-28.2%
AZO vs IRE
-85.1%
+56.9%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.8% | -1.0% | -0.1% |
| 7D | -3.6% | -4.5% | +0.9% | -3.6% |
| 30D | -5.6% | -7.8% | +2.3% | -5.5% |
| 3M | -6.6% | -60.0% | +53.4% | -5.8% |
| 6M | -22.5% | -48.3% | +25.8% | -21.9% |
| YTD | -15.2% | -54.5% | +39.3% | -13.7% |
| All | -28.2% | -85.1% | +56.9% | -28.5% |
Cumulative growth
Daily Returns
Daily percentage return beside IRE.
Daily Out/Under-Performance
Portfolio return minus IRE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IRE 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 1y: compounded portfolio wealth divided by compounded IRE 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…
1y analysis · Full analysis span regression · 6 months rolling