-13.9%
AZO vs PLTU
+133.3%
-147.3%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.6% | -1.7% | -0.2% |
| 7D | -3.6% | -8.1% | +4.6% | -3.6% |
| 30D | -5.6% | -7.0% | +1.5% | -5.6% |
| 3M | -6.6% | +40.0% | -46.7% | -6.6% |
| 6M | -22.5% | -6.0% | -16.5% | -22.7% |
| YTD | -15.2% | -37.1% | +21.9% | -15.6% |
| 1Y | -33.9% | -33.1% | -0.8% | -34.3% |
| All | -13.9% | +133.3% | -147.3% | -18.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling