+25,149.7%
GD vs AZO
+43,293.3%
-18,143.6%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.5% | -2.3% | -1.9% |
| 7D | -5.3% | +0.7% | -6.0% | -5.4% |
| 30D | -6.4% | -2.7% | -3.7% | -5.9% |
| 3M | +5.7% | -3.2% | +8.9% | +6.1% |
| 6M | -0.9% | -19.7% | +18.8% | +3.0% |
| YTD | +8.2% | -12.0% | +20.2% | +10.2% |
| 1Y | +13.4% | -29.5% | +42.9% | +20.6% |
| 3Y | +68.5% | +17.3% | +51.1% | +60.6% |
| 5Y | +97.2% | +94.1% | +3.1% | +68.8% |
| 10Y | +190.2% | +303.3% | -113.1% | +112.9% |
| All | +25,149.7% | +43,293.3% | -18,143.6% | +9,148.6% |
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