+85.2%
AZO vs WING
-33.2%
+118.4%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +6.0% | -6.1% | -0.6% |
| 7D | -3.6% | +7.2% | -10.8% | -4.0% |
| 30D | -5.6% | +4.8% | -10.3% | -6.0% |
| 3M | -6.6% | -23.7% | +17.0% | -5.1% |
| 6M | -22.5% | -43.6% | +21.1% | -19.7% |
| YTD | -15.2% | -50.6% | +35.4% | -11.9% |
| 1Y | -33.9% | -57.0% | +23.1% | -30.7% |
| 3Y | +11.8% | -28.3% | +40.1% | +5.2% |
| All | +85.2% | -33.2% | +118.4% | +64.3% |
Cumulative growth
Daily Returns
Daily percentage return beside WING.
Daily Out/Under-Performance
Portfolio return minus WING return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WING 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 5y: compounded portfolio wealth divided by compounded WING 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…
5y analysis · Full analysis span regression · 6 months rolling