+11.8%
AZO vs TECH
+1.2%
+10.6%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.1% | -0.2% | -0.2% |
| 7D | -3.6% | -0.4% | -3.1% | -3.5% |
| 30D | -5.6% | 0.0% | -5.5% | -5.5% |
| 3M | -6.6% | +33.7% | -40.3% | -9.0% |
| 6M | -22.5% | +34.9% | -57.4% | -24.8% |
| YTD | -15.2% | +23.2% | -38.3% | -17.2% |
| 1Y | -33.9% | +36.3% | -70.2% | -36.0% |
| 3Y | +11.8% | +2.3% | +9.5% | +18.6% |
| All | +11.8% | +1.2% | +10.6% | +18.6% |
Cumulative growth
Daily Returns
Daily percentage return beside TECH.
Daily Out/Under-Performance
Portfolio return minus TECH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECH 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 3y: compounded portfolio wealth divided by compounded TECH 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…
3y analysis · Full analysis span regression · 6 months rolling