+4,521.4%
DELL vs AZO
+265.9%
+4,255.6%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -1.0% | -4.3% | -5.1% |
| 7D | -1.9% | -2.9% | +1.0% | -1.1% |
| 30D | +14.9% | -5.3% | +20.2% | +16.5% |
| 3M | +37.2% | -7.3% | +44.6% | +39.1% |
| 6M | +254.0% | -22.7% | +276.6% | +276.8% |
| YTD | +306.1% | -15.0% | +321.2% | +319.9% |
| 1Y | +312.3% | -32.2% | +344.5% | +355.1% |
| 3Y | +654.0% | +10.0% | +644.0% | +592.5% |
| 5Y | +1,055.3% | +85.8% | +969.5% | +777.1% |
| 10Y | +3,948.9% | +298.9% | +3,650.1% | +2,516.3% |
| All | +4,521.4% | +265.9% | +4,255.6% | +2,867.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling