+288.6%
AZO vs SIRI
-10.2%
+298.8%
-42.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.9% | -1.1% | -0.3% |
| 7D | -3.6% | +0.6% | -4.1% | -3.6% |
| 30D | -5.6% | +2.5% | -8.0% | -5.9% |
| 3M | -6.6% | +6.6% | -13.3% | -7.5% |
| 6M | -22.5% | +32.9% | -55.4% | -25.7% |
| YTD | -15.2% | +50.5% | -65.6% | -20.2% |
| 1Y | -33.9% | +28.0% | -61.9% | -36.6% |
| 3Y | +11.8% | -22.4% | +34.2% | +11.5% |
| 5Y | +85.5% | -41.3% | +126.8% | +86.9% |
| All | +288.6% | -10.2% | +298.8% | +242.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SIRI.
Daily Out/Under-Performance
Portfolio return minus SIRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SIRI 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 SIRI 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