+288.6%
AZO vs TRMB
+121.9%
+166.7%
-42.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.4% | -1.6% | -0.5% |
| 7D | -3.6% | -3.0% | -0.5% | -2.9% |
| 30D | -5.6% | +2.3% | -7.9% | -6.1% |
| 3M | -6.6% | +15.3% | -22.0% | -9.7% |
| 6M | -22.5% | -14.7% | -7.8% | -20.1% |
| YTD | -15.2% | -26.4% | +11.2% | -10.0% |
| 1Y | -33.9% | -30.4% | -3.5% | -29.2% |
| 3Y | +11.8% | +13.5% | -1.7% | +4.2% |
| 5Y | +85.5% | -38.6% | +124.1% | +98.0% |
| All | +288.6% | +121.9% | +166.7% | +198.0% |
Cumulative growth
Daily Returns
Daily percentage return beside TRMB.
Daily Out/Under-Performance
Portfolio return minus TRMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRMB 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 10y: compounded portfolio wealth divided by compounded TRMB 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…
10y analysis · Full analysis span regression · 6 months rolling