+13,685.3%
INTU vs AZO
+14,124.6%
-439.4%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -1.1% | -3.1% | -3.8% |
| 7D | -7.5% | -0.5% | -7.1% | -7.4% |
| 30D | -1.9% | -5.6% | +3.7% | -0.2% |
| 3M | +4.9% | -4.0% | +8.8% | +6.2% |
| 6M | -33.2% | -18.9% | -14.3% | -29.1% |
| YTD | -51.4% | -13.0% | -38.4% | -49.7% |
| 1Y | -52.0% | -30.4% | -21.6% | -46.9% |
| 3Y | -40.7% | +12.7% | -53.4% | -44.4% |
| 5Y | -41.7% | +89.6% | -131.4% | -54.1% |
| 10Y | +211.1% | +304.7% | -93.6% | +88.5% |
| All | +13,685.3% | +14,124.6% | -439.4% | +2,745.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling