+302.9%
AZO vs MLM
+203.1%
+99.9%
-42.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MLM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.8% | +0.4% | -0.9% |
| 7D | -0.8% | -2.7% | +1.9% | -0.1% |
| 30D | -5.1% | -8.3% | +3.2% | -2.9% |
| 3M | -7.2% | -12.0% | +4.7% | -4.3% |
| 6M | -20.7% | -17.6% | -3.1% | -16.9% |
| YTD | -14.2% | -18.9% | +4.7% | -9.9% |
| 1Y | -32.2% | -17.6% | -14.5% | -29.2% |
| 3Y | +11.1% | +16.8% | -5.6% | +3.6% |
| 5Y | +87.6% | +41.0% | +46.6% | +62.8% |
| 10Y | +302.9% | +209.3% | +93.6% | +167.0% |
| All | +302.9% | +203.1% | +99.9% | +167.0% |
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