+89.6%
AZO vs SUI
-32.1%
+121.8%
-32.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.5% | +0.4% | -0.7% |
| 7D | -0.5% | -3.1% | +2.6% | +0.3% |
| 30D | -5.6% | -2.3% | -3.3% | -5.1% |
| 3M | -4.0% | -2.8% | -1.2% | -3.3% |
| 6M | -18.9% | -12.4% | -6.6% | -16.5% |
| YTD | -13.0% | -3.3% | -9.7% | -12.3% |
| 1Y | -30.4% | -5.8% | -24.6% | -29.5% |
| 3Y | +12.7% | +12.5% | +0.2% | +8.1% |
| 5Y | +89.6% | -32.9% | +122.5% | +121.0% |
| All | +89.6% | -32.1% | +121.8% | +121.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 SUI 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