-61.5%
DOCS vs AZO
-28.9%
-32.7%
-76.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +0.5% | -3.3% | -2.8% |
| 7D | -1.4% | +0.7% | -2.1% | -1.5% |
| 30D | +21.8% | -2.7% | +24.5% | +22.1% |
| 3M | +27.3% | -3.2% | +30.5% | +27.3% |
| 6M | -0.3% | -19.7% | +19.4% | -3.2% |
| YTD | -40.5% | -12.0% | -28.5% | -41.4% |
| 1Y | -61.5% | -29.5% | -32.0% | -62.5% |
| All | -61.5% | -28.9% | -32.7% | -62.5% |
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