-33.9%
AZO vs TRI
-40.4%
+6.4%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.7% | -1.9% | -0.3% |
| 7D | -3.6% | -7.9% | +4.3% | -2.8% |
| 30D | -5.6% | -4.5% | -1.0% | -5.2% |
| 3M | -6.6% | +22.1% | -28.7% | -8.4% |
| 6M | -22.5% | -2.8% | -19.7% | -24.0% |
| YTD | -15.2% | -23.4% | +8.2% | -14.3% |
| 1Y | -33.9% | -41.5% | +7.6% | -32.0% |
| All | -33.9% | -40.4% | +6.4% | -32.0% |
Cumulative growth
Daily Returns
Daily percentage return beside TRI.
Daily Out/Under-Performance
Portfolio return minus TRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRI 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 1y: compounded portfolio wealth divided by compounded TRI 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…
1y analysis · Full analysis span regression · 6 months rolling