+11.8%
AZO vs UUUU
+74.5%
-62.7%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -5.0% | +4.8% | -0.1% |
| 7D | -3.6% | -10.5% | +6.9% | -3.4% |
| 30D | -5.6% | -10.5% | +5.0% | -5.4% |
| 3M | -6.6% | -14.1% | +7.5% | -6.4% |
| 6M | -22.5% | -35.5% | +13.0% | -22.1% |
| YTD | -15.2% | -10.9% | -4.2% | -14.9% |
| 1Y | -33.9% | +3.4% | -37.3% | -34.0% |
| 3Y | +11.8% | +73.1% | -61.3% | +9.3% |
| All | +11.8% | +74.5% | -62.7% | +9.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling