+6,577.3%
FIX vs AZO
+296.8%
+6,280.5%
-49.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -0.2% | +6.5% | +6.3% |
| 7D | +5.0% | -3.6% | +8.6% | +6.3% |
| 30D | -2.7% | -5.6% | +2.8% | -0.9% |
| 3M | -8.2% | -6.6% | -1.6% | -7.2% |
| 6M | +20.3% | -22.5% | +42.8% | +30.1% |
| YTD | +81.4% | -15.2% | +96.6% | +88.6% |
| 1Y | +121.5% | -33.9% | +155.4% | +153.4% |
| 3Y | +807.4% | +11.8% | +795.6% | +699.6% |
| 5Y | +2,306.7% | +85.5% | +2,221.2% | +1,534.8% |
| All | +6,577.3% | +296.8% | +6,280.5% | +3,441.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling