+37.4%
GILD vs AZO
-28.9%
+66.3%
-21.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.5% | -0.7% | -0.3% |
| 7D | +3.7% | +0.7% | +2.9% | +3.5% |
| 30D | +14.6% | -2.7% | +17.3% | +15.3% |
| 3M | +17.7% | -3.2% | +20.9% | +18.2% |
| 6M | +3.1% | -19.7% | +22.9% | +8.0% |
| YTD | +24.5% | -12.0% | +36.6% | +27.8% |
| 1Y | +37.4% | -29.5% | +66.9% | +45.9% |
| All | +37.4% | -28.9% | +66.3% | +45.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling