+763.2%
F vs AZO
+42,832.5%
-42,069.3%
-95.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -1.1% | -3.2% | -3.9% |
| 7D | +1.2% | -0.5% | +1.6% | +1.3% |
| 30D | +1.2% | -5.6% | +6.8% | +3.0% |
| 3M | -5.7% | -4.0% | -1.7% | -4.8% |
| 6M | +17.9% | -18.9% | +36.9% | +24.8% |
| YTD | +10.4% | -13.0% | +23.4% | +13.8% |
| 1Y | +25.3% | -30.4% | +55.8% | +38.4% |
| 3Y | +37.5% | +12.7% | +24.8% | +27.9% |
| 5Y | +46.5% | +89.6% | -43.1% | +14.4% |
| 10Y | +86.4% | +304.7% | -218.3% | +12.0% |
| All | +763.2% | +42,832.5% | -42,069.3% | +75.2% |
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