+24,957.8%
AZZ vs SPY
+3,027.0%
+21,930.8%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | +2.4% | +3.3% | +3.5% |
| 7D | -3.1% | +0.1% | -3.2% | -3.0% |
| 30D | -2.8% | -3.3% | +0.6% | +0.5% |
| 3M | -11.8% | -2.4% | -9.4% | -9.6% |
| 6M | -9.7% | +2.6% | -12.3% | -11.5% |
| YTD | +24.7% | +11.2% | +13.5% | +13.5% |
| 1Y | +33.7% | +13.4% | +20.3% | +19.5% |
| 3Y | +196.1% | +79.9% | +116.2% | +75.8% |
| 5Y | +147.5% | +72.2% | +75.3% | +52.4% |
| 10Y | +149.6% | +307.3% | -157.7% | -27.2% |
| All | +24,957.8% | +3,027.0% | +21,930.8% | +1,912.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling