+288.6%
AZO vs PTC
+205.0%
+83.6%
-42.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.6% | -1.8% | -0.4% |
| 7D | -3.6% | -7.3% | +3.7% | -2.3% |
| 30D | -5.6% | -11.6% | +6.1% | -3.7% |
| 3M | -6.6% | +10.5% | -17.1% | -8.8% |
| 6M | -22.5% | -17.8% | -4.7% | -20.3% |
| YTD | -15.2% | -24.9% | +9.8% | -11.5% |
| 1Y | -33.9% | -36.8% | +2.9% | -29.0% |
| 3Y | +11.8% | -8.7% | +20.5% | +10.3% |
| 5Y | +85.5% | +4.1% | +81.4% | +75.9% |
| All | +288.6% | +205.0% | +83.6% | +212.4% |
Cumulative growth
Daily Returns
Daily percentage return beside PTC.
Daily Out/Under-Performance
Portfolio return minus PTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PTC 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 PTC 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