+2,205.0%
AZO vs UUUU
-92.5%
+2,297.5%
-42.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -6.3% | +5.3% | -0.9% |
| 7D | -2.9% | -5.0% | +2.1% | -2.8% |
| 30D | -5.3% | -7.8% | +2.5% | -5.2% |
| 3M | -7.3% | -0.4% | -6.9% | -7.4% |
| 6M | -22.7% | -32.9% | +10.2% | -22.3% |
| YTD | -15.0% | -6.3% | -8.8% | -15.3% |
| 1Y | -32.2% | +7.9% | -40.2% | -32.8% |
| 3Y | +10.0% | +85.2% | -75.2% | +7.0% |
| 5Y | +85.8% | +97.0% | -11.1% | +79.2% |
| 10Y | +298.9% | +492.6% | -193.8% | +269.9% |
| All | +2,205.0% | -92.5% | +2,297.5% | +2,108.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling