+288.6%
AZO vs TD
+306.3%
-17.7%
-42.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.7% | -0.9% | -0.4% |
| 7D | -3.6% | -0.5% | -3.0% | -3.4% |
| 30D | -5.6% | -1.9% | -3.7% | -5.0% |
| 3M | -6.6% | +4.8% | -11.4% | -8.4% |
| 6M | -22.5% | +28.0% | -50.5% | -29.4% |
| YTD | -15.2% | +30.3% | -45.5% | -23.3% |
| 1Y | -33.9% | +59.8% | -93.7% | -44.7% |
| 3Y | +11.8% | +124.7% | -112.9% | -18.8% |
| 5Y | +85.5% | +127.0% | -41.4% | +31.9% |
| All | +288.6% | +306.3% | -17.7% | +123.7% |
Cumulative growth
Daily Returns
Daily percentage return beside TD.
Daily Out/Under-Performance
Portfolio return minus TD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TD 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 TD 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