+39,538.7%
AZO vs LEN
+9,910.0%
+29,628.8%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.5% | -1.9% | -1.5% |
| 7D | -0.8% | -3.4% | +2.6% | -0.2% |
| 30D | -5.1% | -5.7% | +0.5% | -4.2% |
| 3M | -7.2% | -12.2% | +5.0% | -5.3% |
| 6M | -20.7% | -18.3% | -2.5% | -18.1% |
| YTD | -14.2% | -20.2% | +6.0% | -11.2% |
| 1Y | -32.2% | -40.1% | +7.9% | -26.2% |
| 3Y | +11.1% | -26.2% | +37.3% | +14.1% |
| 5Y | +87.6% | -9.8% | +97.4% | +82.6% |
| 10Y | +302.9% | +109.1% | +193.8% | +221.1% |
| All | +39,538.7% | +9,910.0% | +29,628.8% | +12,591.1% |
Cumulative growth
Daily Returns
Daily percentage return beside LEN.
Daily Out/Under-Performance
Portfolio return minus LEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LEN 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 LEN 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