+32,991.5%
GILD vs AZO
+18,572.6%
+14,418.9%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.2% | -0.6% | -0.7% |
| 7D | -4.8% | -3.6% | -1.2% | -4.0% |
| 30D | +5.8% | -5.6% | +11.3% | +7.2% |
| 3M | +14.9% | -6.6% | +21.6% | +16.6% |
| 6M | -0.4% | -22.5% | +22.2% | +5.3% |
| YTD | +18.5% | -15.2% | +33.7% | +22.5% |
| 1Y | +25.1% | -33.9% | +59.1% | +36.9% |
| 3Y | +105.9% | +11.8% | +94.1% | +97.3% |
| 5Y | +143.0% | +85.5% | +57.5% | +104.1% |
| 10Y | +162.4% | +298.2% | -135.8% | +75.8% |
| All | +32,991.5% | +18,572.6% | +14,418.9% | +7,544.6% |
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