+10,456.9%
AZO vs TD
+7,835.7%
+2,621.2%
-43.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -5.1% |
| 3M | -6.6% | +4.8% | -11.4% | -8.2% |
| 6M | -22.5% | +28.0% | -50.5% | -28.4% |
| YTD | -15.2% | +30.3% | -45.5% | -22.2% |
| 1Y | -33.9% | +59.8% | -93.7% | -43.2% |
| 3Y | +11.8% | +124.7% | -112.9% | -14.4% |
| 5Y | +85.5% | +127.0% | -41.4% | +40.2% |
| 10Y | +298.2% | +303.2% | -5.0% | +147.0% |
| All | +10,456.9% | +7,835.7% | +2,621.2% | +3,250.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling