-13.8%
AZO vs PLTU
+129.7%
-143.5%
-33.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -4.4% | +3.4% | -1.0% |
| 7D | -2.9% | -17.7% | +14.8% | -2.9% |
| 30D | -5.3% | -12.5% | +7.2% | -5.3% |
| 3M | -7.3% | +39.5% | -46.8% | -7.3% |
| 6M | -22.7% | -7.0% | -15.7% | -22.8% |
| YTD | -15.0% | -38.1% | +23.0% | -15.5% |
| 1Y | -32.2% | -36.0% | +3.7% | -32.6% |
| All | -13.8% | +129.7% | -143.5% | -17.9% |
Cumulative growth
Daily Returns
Daily percentage return beside PLTU.
Daily Out/Under-Performance
Portfolio return minus PLTU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLTU 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 3y: compounded portfolio wealth divided by compounded PLTU 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…
3y analysis · Full analysis span regression · 6 months rolling