+3,301.3%
EMR vs AZO
+42,241.4%
-38,940.1%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.4% | +0.2% | -0.8% |
| 7D | +0.9% | -0.8% | +1.7% | +1.1% |
| 30D | -5.0% | -5.1% | +0.2% | -3.6% |
| 3M | +5.9% | -7.2% | +13.1% | +7.6% |
| 6M | +7.3% | -20.7% | +28.1% | +13.5% |
| YTD | +14.6% | -14.2% | +28.7% | +18.2% |
| 1Y | +15.6% | -32.2% | +47.8% | +26.9% |
| 3Y | +60.2% | +11.1% | +49.0% | +51.5% |
| 5Y | +65.8% | +87.6% | -21.7% | +34.1% |
| 10Y | +277.4% | +302.9% | -25.5% | +143.4% |
| All | +3,301.3% | +42,241.4% | -38,940.1% | +751.1% |
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