+1,145.9%
DELL vs AZO
+85.8%
+1,060.2%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | -0.2% | +12.1% | +12.0% |
| 7D | +8.2% | -3.6% | +11.8% | +8.9% |
| 30D | +17.1% | -5.6% | +22.6% | +18.2% |
| 3M | +45.2% | -6.6% | +51.8% | +46.3% |
| 6M | +286.8% | -22.5% | +309.3% | +306.9% |
| YTD | +354.8% | -15.2% | +370.0% | +367.6% |
| 1Y | +358.3% | -33.9% | +392.2% | +402.6% |
| 3Y | +724.9% | +11.8% | +713.1% | +637.3% |
| All | +1,145.9% | +85.8% | +1,060.2% | +854.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling