+3,396.2%
GLW vs AZO
+42,832.5%
-39,436.4%
-99.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.6% | -1.1% | +8.6% | +7.8% |
| 7D | +14.0% | -0.5% | +14.5% | +14.2% |
| 30D | +0.4% | -5.6% | +6.0% | +1.9% |
| 3M | -11.3% | -4.0% | -7.4% | -11.1% |
| 6M | +35.1% | -18.9% | +54.0% | +41.7% |
| YTD | +90.5% | -13.0% | +103.5% | +95.8% |
| 1Y | +132.0% | -30.4% | +162.5% | +152.5% |
| 3Y | +463.3% | +12.7% | +450.6% | +427.0% |
| 5Y | +382.5% | +89.6% | +292.8% | +283.6% |
| 10Y | +837.6% | +304.7% | +533.0% | +495.1% |
| All | +3,396.2% | +42,832.5% | -39,436.4% | +707.2% |
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