+151.4%
AZZ vs SPY
+72.1%
+79.3%
-46.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.4% | -0.1% | -0.1% |
| 7D | +6.3% | +2.6% | +3.7% | +3.5% |
| 30D | -2.8% | -2.0% | -0.8% | -0.5% |
| 3M | -11.0% | -2.8% | -8.2% | -8.1% |
| 6M | -7.1% | +2.1% | -9.2% | -8.9% |
| YTD | +25.5% | +11.5% | +14.0% | +12.3% |
| 1Y | +37.7% | +13.5% | +24.3% | +21.0% |
| 3Y | +192.8% | +77.7% | +115.1% | +67.6% |
| All | +151.4% | +72.1% | +79.3% | +42.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SPY.
Daily Out/Under-Performance
Portfolio return minus SPY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPY 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 SPY 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