+3,609.2%
DLR vs AZO
+3,460.8%
+148.4%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.4% | +1.2% | +0.3% |
| 7D | +2.9% | -0.8% | +3.7% | +3.2% |
| 30D | -1.2% | -5.1% | +4.0% | +0.7% |
| 3M | +2.9% | -7.2% | +10.2% | +5.1% |
| 6M | +6.7% | -20.7% | +27.4% | +15.1% |
| YTD | +23.9% | -14.2% | +38.0% | +29.2% |
| 1Y | +18.6% | -32.2% | +50.8% | +34.8% |
| 3Y | +59.7% | +11.1% | +48.5% | +46.0% |
| 5Y | +42.1% | +87.6% | -45.5% | +1.9% |
| 10Y | +176.7% | +302.9% | -126.2% | +29.9% |
| All | +3,609.2% | +3,460.8% | +148.4% | +434.8% |
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