+7,917.6%
FLEX vs AZO
+9,803.0%
-1,885.4%
-96.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.5% | +1.0% | +1.3% |
| 7D | -0.9% | +0.7% | -1.6% | -1.2% |
| 30D | -10.1% | -2.7% | -7.4% | -9.4% |
| 3M | -31.3% | -3.2% | -28.1% | -31.4% |
| 6M | +71.3% | -19.7% | +91.0% | +82.6% |
| YTD | +81.2% | -12.0% | +93.3% | +85.6% |
| 1Y | +98.5% | -29.5% | +128.0% | +119.7% |
| 3Y | +428.2% | +17.3% | +410.9% | +363.8% |
| 5Y | +657.3% | +94.1% | +563.2% | +429.7% |
| 10Y | +995.9% | +303.3% | +692.6% | +455.4% |
| All | +7,917.6% | +9,803.0% | -1,885.4% | +1,347.2% |
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