+2,666.7%
AZO vs WU
-22.8%
+2,689.5%
-42.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.7% | -0.3% | -0.8% |
| 7D | -2.9% | -5.0% | +2.0% | -1.7% |
| 30D | -5.3% | -2.3% | -3.0% | -4.9% |
| 3M | -7.3% | -3.2% | -4.1% | -7.5% |
| 6M | -22.7% | -25.0% | +2.4% | -18.0% |
| YTD | -15.0% | -21.7% | +6.6% | -11.1% |
| 1Y | -32.2% | -9.0% | -23.3% | -32.1% |
| 3Y | +10.0% | -28.9% | +38.9% | +15.4% |
| 5Y | +85.8% | -51.0% | +136.9% | +110.6% |
| 10Y | +298.9% | -40.1% | +338.9% | +318.5% |
| All | +2,666.7% | -22.8% | +2,689.5% | +2,440.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling