+950.9%
FN vs AZO
+300.1%
+650.9%
-51.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.4% | +1.8% | +0.8% |
| 7D | +5.8% | -0.8% | +6.6% | +6.0% |
| 30D | -20.6% | -5.1% | -15.5% | -19.7% |
| 3M | -28.6% | -7.2% | -21.4% | -27.8% |
| 6M | -20.7% | -20.7% | 0.0% | -16.6% |
| YTD | -8.1% | -14.2% | +6.0% | -5.3% |
| 1Y | +13.3% | -32.2% | +45.5% | +23.9% |
| 3Y | +175.7% | +11.1% | +164.5% | +155.5% |
| 5Y | +297.4% | +87.6% | +209.8% | +211.9% |
| 10Y | +950.9% | +302.9% | +648.0% | +599.3% |
| All | +950.9% | +300.1% | +650.9% | +599.3% |
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