+147.5%
GE vs AZO
+296.8%
-149.3%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.2% | 0.0% | -0.1% |
| 7D | -4.0% | -3.6% | -0.4% | -2.9% |
| 30D | -11.4% | -5.6% | -5.9% | -9.8% |
| 3M | -2.6% | -6.6% | +4.0% | -0.9% |
| 6M | -0.3% | -22.5% | +22.2% | +7.4% |
| YTD | +5.4% | -15.2% | +20.5% | +9.9% |
| 1Y | +15.5% | -33.9% | +49.5% | +30.4% |
| 3Y | +260.8% | +11.8% | +249.0% | +235.9% |
| 5Y | +421.6% | +85.5% | +336.1% | +296.8% |
| All | +147.5% | +296.8% | -149.3% | +53.7% |
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