+29.2%
DOW vs AZO
-28.9%
+58.1%
-34.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +0.5% | -3.5% | -3.0% |
| 7D | -2.4% | +0.7% | -3.1% | -2.3% |
| 30D | +0.4% | -2.7% | +3.1% | +0.3% |
| 3M | -14.4% | -3.2% | -11.2% | -14.4% |
| 6M | -7.0% | -19.7% | +12.8% | -7.1% |
| YTD | +30.2% | -12.0% | +42.2% | +31.9% |
| 1Y | +29.2% | -29.5% | +58.7% | +38.4% |
| All | +29.2% | -28.9% | +58.1% | +38.4% |
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