-11.6%
AZO vs PLTD
-77.3%
+65.7%
-32.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +2.3% | -3.4% | -1.1% |
| 7D | -0.5% | +4.5% | -5.0% | -0.5% |
| 30D | -5.6% | -0.7% | -4.9% | -5.6% |
| 3M | -4.0% | -31.0% | +27.1% | -4.0% |
| 6M | -18.9% | -24.8% | +5.9% | -19.2% |
| YTD | -13.0% | -18.6% | +5.6% | -13.4% |
| 1Y | -30.4% | -31.8% | +1.4% | -30.9% |
| All | -11.6% | -77.3% | +65.7% | -15.7% |
Cumulative growth
Daily Returns
Daily percentage return beside PLTD.
Daily Out/Under-Performance
Portfolio return minus PLTD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLTD 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 PLTD 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