+288.6%
AZO vs PNR
+66.2%
+222.4%
-42.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.3% | +0.1% | -0.1% |
| 7D | -3.6% | -6.0% | +2.5% | -1.6% |
| 30D | -5.6% | -14.0% | +8.4% | -1.0% |
| 3M | -6.6% | -21.7% | +15.0% | +0.3% |
| 6M | -22.5% | -37.3% | +14.8% | -10.9% |
| YTD | -15.2% | -45.1% | +30.0% | +1.5% |
| 1Y | -33.9% | -49.1% | +15.2% | -19.1% |
| 3Y | +11.8% | -14.8% | +26.6% | +11.3% |
| 5Y | +85.5% | -21.0% | +106.5% | +87.2% |
| All | +288.6% | +66.2% | +222.4% | +174.0% |
Cumulative growth
Daily Returns
Daily percentage return beside PNR.
Daily Out/Under-Performance
Portfolio return minus PNR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PNR 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 PNR 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