+10,730.1%
AZO vs WWD
+15,007.2%
-4,277.1%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.4% | -1.5% | -0.4% |
| 7D | -3.6% | -2.6% | -1.0% | -3.1% |
| 30D | -5.6% | -6.9% | +1.4% | -4.4% |
| 3M | -6.6% | -13.0% | +6.4% | -4.5% |
| 6M | -22.5% | -12.5% | -10.1% | -21.1% |
| YTD | -15.2% | +11.8% | -27.0% | -17.7% |
| 1Y | -33.9% | +41.1% | -75.0% | -38.8% |
| 3Y | +11.8% | +163.1% | -151.3% | -9.3% |
| 5Y | +85.5% | +187.6% | -102.1% | +45.9% |
| 10Y | +298.2% | +494.6% | -196.4% | +163.4% |
| All | +10,730.1% | +15,007.2% | -4,277.1% | +4,740.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WWD.
Daily Out/Under-Performance
Portfolio return minus WWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WWD 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 WWD 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