+51.5%
DOCN vs AZO
-11.7%
+63.2%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.0% | +1.1% | +6.9% | +8.1% |
| 7D | -12.8% | -0.1% | -12.7% | -12.7% |
| 30D | -41.9% | +10.6% | -52.5% | -41.8% |
| 3M | -36.9% | +4.0% | -40.9% | -36.2% |
| 6M | -52.2% | -7.0% | -45.2% | -50.0% |
| YTD | +62.7% | -4.1% | +66.9% | +76.3% |
| All | +51.5% | -11.7% | +63.2% | +59.5% |
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 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