+217.8%
INTU vs AZO
+296.8%
-79.1%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -0.2% | +3.0% | +2.9% |
| 7D | -3.3% | -3.6% | +0.2% | -2.1% |
| 30D | -3.9% | -5.6% | +1.6% | -1.9% |
| 3M | +16.6% | -6.6% | +23.3% | +19.5% |
| 6M | -26.4% | -22.5% | -3.9% | -20.0% |
| YTD | -51.0% | -15.2% | -35.8% | -48.7% |
| 1Y | -50.8% | -33.9% | -16.8% | -43.6% |
| 3Y | -40.1% | +11.8% | -51.9% | -45.1% |
| 5Y | -41.2% | +85.5% | -126.7% | -56.6% |
| All | +217.8% | +296.8% | -79.1% | +83.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling