-9.5%
AZO vs UUUU
-55.1%
+45.6%
-29.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | -0.8% | +4.8% | +3.9% |
| 7D | +5.3% | -14.4% | +19.8% | +5.5% |
| 30D | +18.4% | -33.6% | +52.1% | +19.0% |
| 3M | +9.8% | -44.2% | +54.0% | +10.5% |
| 6M | -4.5% | -66.8% | +62.3% | -2.4% |
| YTD | -1.9% | -50.6% | +48.7% | +1.8% |
| 1Y | -9.5% | -57.8% | +48.3% | -6.7% |
| All | -9.5% | -55.1% | +45.6% | -6.7% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 UUUU 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