+40,092.1%
AZO vs PTC
+3,381.1%
+36,711.1%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -5.5% | +4.4% | -0.4% |
| 7D | -0.5% | -12.8% | +12.3% | +1.1% |
| 30D | -5.6% | -9.8% | +4.2% | -4.6% |
| 3M | -4.0% | -2.1% | -1.9% | -4.1% |
| 6M | -18.9% | -18.1% | -0.8% | -17.4% |
| YTD | -13.0% | -23.5% | +10.5% | -10.7% |
| 1Y | -30.4% | -37.4% | +6.9% | -27.0% |
| 3Y | +12.7% | -7.2% | +19.9% | +12.0% |
| 5Y | +89.6% | +2.7% | +87.0% | +84.4% |
| 10Y | +304.7% | +203.4% | +101.3% | +238.6% |
| All | +40,092.1% | +3,381.1% | +36,711.1% | +13,843.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling