+39,137.0%
AZO vs WSM
+24,055.1%
+15,081.9%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.7% | +0.6% | -0.7% |
| 7D | -2.9% | +0.4% | -3.4% | -3.0% |
| 30D | -5.3% | -10.7% | +5.4% | -3.4% |
| 3M | -7.3% | +8.5% | -15.8% | -8.8% |
| 6M | -22.7% | +19.6% | -42.3% | -25.4% |
| YTD | -15.0% | +26.6% | -41.6% | -19.1% |
| 1Y | -32.2% | +12.0% | -44.2% | -34.2% |
| 3Y | +10.0% | +226.6% | -216.6% | -16.5% |
| 5Y | +85.8% | +174.1% | -88.3% | +41.3% |
| 10Y | +298.9% | +1,052.9% | -754.1% | +117.0% |
| All | +39,137.0% | +24,055.1% | +15,081.9% | +10,395.3% |
Cumulative growth
Daily Returns
Daily percentage return beside WSM.
Daily Out/Under-Performance
Portfolio return minus WSM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WSM 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 WSM 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