+85.2%
AZO vs PTC
+4.1%
+81.1%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.6% | -1.8% | -0.4% |
| 7D | -3.6% | -7.3% | +3.7% | -2.6% |
| 30D | -5.6% | -11.6% | +6.1% | -4.1% |
| 3M | -6.6% | +10.5% | -17.1% | -8.4% |
| 6M | -22.5% | -17.8% | -4.7% | -20.9% |
| YTD | -15.2% | -24.9% | +9.8% | -12.4% |
| 1Y | -33.9% | -36.8% | +2.9% | -30.2% |
| 3Y | +11.8% | -8.7% | +20.5% | +10.0% |
| All | +85.2% | +4.1% | +81.1% | +77.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling