+33.6%
EQT vs AZO
+10.0%
+23.6%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.2% | -1.5% | -1.6% |
| 7D | -2.0% | -3.6% | +1.6% | -1.8% |
| 30D | 0.0% | -5.6% | +5.6% | +0.4% |
| 3M | +5.9% | -6.6% | +12.6% | +6.4% |
| 6M | -14.8% | -22.5% | +7.7% | -13.1% |
| YTD | +1.8% | -15.2% | +16.9% | +3.0% |
| 1Y | +7.4% | -33.9% | +41.3% | +10.3% |
| 3Y | +33.6% | +11.8% | +21.8% | +33.4% |
| All | +33.6% | +10.0% | +23.6% | +33.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling