+938.5%
HOOD vs AZO
+10.0%
+928.4%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.2% | -0.5% | -0.6% |
| 7D | -7.8% | -3.6% | -4.2% | -7.3% |
| 30D | +18.6% | -5.6% | +24.2% | +19.5% |
| 3M | +22.1% | -6.6% | +28.7% | +22.9% |
| 6M | +43.1% | -22.5% | +65.6% | +50.3% |
| YTD | -0.5% | -15.2% | +14.7% | +2.6% |
| 1Y | -4.4% | -33.9% | +29.5% | +5.9% |
| 3Y | +938.5% | +11.8% | +926.7% | +820.8% |
| All | +938.5% | +10.0% | +928.4% | +820.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling