+358.3%
DELL vs AZO
-32.5%
+390.8%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | -0.2% | +12.1% | +12.0% |
| 7D | +8.2% | -3.6% | +11.8% | +7.7% |
| 30D | +17.1% | -5.6% | +22.6% | +16.3% |
| 3M | +45.2% | -6.6% | +51.8% | +44.2% |
| 6M | +286.8% | -22.5% | +309.3% | +292.4% |
| YTD | +354.8% | -15.2% | +370.0% | +373.3% |
| 1Y | +358.3% | -33.9% | +392.2% | +345.3% |
| All | +358.3% | -32.5% | +390.8% | +345.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AZO.
Daily Out/Under-Performance
Portfolio return minus AZO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AZO 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 1y: compounded portfolio wealth divided by compounded AZO 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…
1y analysis · Full analysis span regression · 6 months rolling