+346.9%
AZO vs MLM
+138.2%
+208.7%
-42.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MLM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.7% | +1.0% | +0.4% |
| 7D | +1.3% | -0.9% | +2.2% | +1.6% |
| 30D | +12.0% | +9.0% | +2.9% | +9.3% |
| 3M | +7.2% | -5.6% | +12.8% | +8.8% |
| 6M | -3.2% | -10.7% | +7.5% | -0.8% |
| YTD | -3.9% | -17.2% | +13.3% | +0.3% |
| 1Y | -14.7% | -14.2% | -0.4% | -11.9% |
| 3Y | +20.4% | +15.6% | +4.8% | +12.5% |
| 5Y | +72.8% | +26.2% | +46.6% | +54.6% |
| All | +346.9% | +138.2% | +208.7% | +203.6% |
Cumulative growth
Daily Returns
Daily percentage return beside MLM.
Daily Out/Under-Performance
Portfolio return minus MLM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MLM 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 MLM 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