+2,462.0%
GE vs AZO
+42,241.4%
-39,779.4%
-85.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -1.4% | -1.5% | -2.4% |
| 7D | -1.2% | -0.8% | -0.4% | -1.0% |
| 30D | -11.3% | -5.1% | -6.1% | -9.9% |
| 3M | -1.4% | -7.2% | +5.8% | +0.3% |
| 6M | +1.2% | -20.7% | +21.9% | +7.5% |
| YTD | +5.9% | -14.2% | +20.1% | +9.6% |
| 1Y | +18.4% | -32.2% | +50.6% | +30.5% |
| 3Y | +271.0% | +11.1% | +259.8% | +251.7% |
| 5Y | +417.9% | +87.6% | +330.4% | +317.0% |
| 10Y | +152.0% | +302.9% | -151.0% | +59.0% |
| All | +2,462.0% | +42,241.4% | -39,779.4% | +486.5% |
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