+85.2%
AZO vs TRI
-10.0%
+95.2%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.7% | -1.9% | -0.5% |
| 7D | -3.6% | -7.9% | +4.3% | -2.1% |
| 30D | -5.6% | -4.5% | -1.0% | -5.0% |
| 3M | -6.6% | +22.1% | -28.7% | -10.8% |
| 6M | -22.5% | -2.8% | -19.7% | -23.1% |
| YTD | -15.2% | -23.4% | +8.2% | -10.5% |
| 1Y | -33.9% | -41.5% | +7.6% | -24.8% |
| 3Y | +11.8% | -19.2% | +31.0% | +10.3% |
| All | +85.2% | -10.0% | +95.2% | +72.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling