+11.8%
AZO vs WU
-28.7%
+40.5%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.6% | -0.7% | -0.2% |
| 7D | -3.6% | -3.5% | -0.1% | -3.2% |
| 30D | -5.6% | -2.9% | -2.6% | -5.3% |
| 3M | -6.6% | -2.3% | -4.4% | -6.8% |
| 6M | -22.5% | -25.4% | +2.9% | -20.6% |
| YTD | -15.2% | -21.2% | +6.0% | -13.5% |
| 1Y | -33.9% | -8.9% | -25.1% | -33.9% |
| 3Y | +11.8% | -29.0% | +40.8% | +14.4% |
| All | +11.8% | -28.7% | +40.5% | +14.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 WU 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