+39,538.7%
AZO vs TECH
+27,648.3%
+11,890.4%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.1% | -1.3% | -1.4% |
| 7D | -0.8% | -0.1% | -0.7% | -0.8% |
| 30D | -5.1% | +0.3% | -5.4% | -5.2% |
| 3M | -7.2% | +32.9% | -40.2% | -10.9% |
| 6M | -20.7% | +32.1% | -52.8% | -24.1% |
| YTD | -14.2% | +23.4% | -37.6% | -17.3% |
| 1Y | -32.2% | +34.1% | -66.2% | -35.5% |
| 3Y | +11.1% | +2.2% | +9.0% | +7.3% |
| 5Y | +87.6% | -41.8% | +129.4% | +92.6% |
| 10Y | +302.9% | +188.9% | +114.0% | +232.6% |
| All | +39,538.7% | +27,648.3% | +11,890.4% | +13,536.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling