+57.4%
INTC vs AZO
-7.5%
+64.8%
-58.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +3.9% | -7.7% | -2.3% |
| 7D | -39.0% | +5.3% | -44.4% | -37.6% |
| 30D | -49.8% | +18.4% | -68.3% | -47.1% |
| 3M | -42.2% | +9.8% | -52.1% | -39.6% |
| 6M | -39.2% | -4.5% | -34.7% | -34.8% |
| YTD | +57.9% | -1.9% | +59.9% | +70.0% |
| 1Y | +57.4% | -9.5% | +66.9% | +69.3% |
| All | +57.4% | -7.5% | +64.8% | +69.3% |
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