+288.6%
AZO vs MDY
+177.2%
+111.4%
-42.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.8% | -1.0% | -0.6% |
| 7D | -3.6% | -1.9% | -1.7% | -2.6% |
| 30D | -5.6% | -4.6% | -0.9% | -3.2% |
| 3M | -6.6% | -1.2% | -5.4% | -6.2% |
| 6M | -22.5% | +9.2% | -31.7% | -26.4% |
| YTD | -15.2% | +13.1% | -28.2% | -21.0% |
| 1Y | -33.9% | +13.0% | -46.9% | -38.6% |
| 3Y | +11.8% | +49.2% | -37.4% | -13.4% |
| 5Y | +85.5% | +47.2% | +38.3% | +42.6% |
| All | +288.6% | +177.2% | +111.4% | +94.1% |
Cumulative growth
Daily Returns
Daily percentage return beside MDY.
Daily Out/Under-Performance
Portfolio return minus MDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDY 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 10y: compounded portfolio wealth divided by compounded MDY 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…
10y analysis · Full analysis span regression · 6 months rolling