+3,406.5%
AZO vs TRI
+509.5%
+2,897.0%
-42.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.7% | -1.9% | -0.7% |
| 7D | -3.6% | -7.9% | +4.3% | -1.3% |
| 30D | -5.6% | -4.5% | -1.0% | -4.6% |
| 3M | -6.6% | +22.1% | -28.7% | -13.1% |
| 6M | -22.5% | -2.8% | -19.7% | -23.4% |
| YTD | -15.2% | -23.4% | +8.2% | -10.8% |
| 1Y | -33.9% | -41.5% | +7.6% | -24.3% |
| 3Y | +11.8% | -19.2% | +31.0% | +13.1% |
| 5Y | +85.5% | -9.4% | +94.9% | +78.9% |
| 10Y | +298.2% | +195.6% | +102.6% | +158.5% |
| All | +3,406.5% | +509.5% | +2,897.0% | +1,363.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling