+10,765.8%
GWW vs AZO
+41,812.3%
-31,046.5%
-56.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.0% | +0.4% | -0.3% |
| 7D | -3.1% | -2.9% | -0.2% | -2.4% |
| 30D | -2.3% | -5.3% | +3.0% | -0.9% |
| 3M | -3.3% | -7.3% | +4.0% | -1.7% |
| 6M | +15.4% | -22.7% | +38.0% | +23.1% |
| YTD | +26.7% | -15.0% | +41.8% | +31.3% |
| 1Y | +29.0% | -32.2% | +61.2% | +41.8% |
| 3Y | +89.0% | +10.0% | +79.0% | +79.8% |
| 5Y | +221.8% | +85.8% | +135.9% | +162.3% |
| 10Y | +562.7% | +298.9% | +263.8% | +333.7% |
| All | +10,765.8% | +41,812.3% | -31,046.5% | +2,972.6% |
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