+103.2%
INTC vs AZO
+85.8%
+17.5%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.2% | +2.8% | +2.6% |
| 7D | +7.5% | -3.6% | +11.0% | +7.9% |
| 30D | +2.0% | -5.6% | +7.5% | +2.6% |
| 3M | -12.0% | -6.6% | -5.3% | -11.6% |
| 6M | +114.5% | -22.5% | +137.1% | +122.5% |
| YTD | +179.0% | -15.2% | +194.1% | +184.4% |
| 1Y | +318.3% | -33.9% | +352.2% | +346.1% |
| 3Y | +171.2% | +11.8% | +159.4% | +148.5% |
| All | +103.2% | +85.8% | +17.5% | +57.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling