+171.2%
INTC vs AZO
+10.0%
+161.2%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.2% | +2.8% | +2.6% |
| 7D | +7.5% | -3.6% | +11.0% | +7.2% |
| 30D | +2.0% | -5.6% | +7.5% | +1.6% |
| 3M | -12.0% | -6.6% | -5.3% | -12.2% |
| 6M | +114.5% | -22.5% | +137.1% | +115.3% |
| YTD | +179.0% | -15.2% | +194.1% | +180.3% |
| 1Y | +318.3% | -33.9% | +352.2% | +320.6% |
| 3Y | +171.2% | +11.8% | +159.4% | +173.0% |
| All | +171.2% | +10.0% | +161.2% | +173.0% |
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