-66.3%
MARA vs AZO
+85.8%
-152.1%
-95.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | -0.2% | +5.0% | +4.9% |
| 7D | +5.9% | -3.6% | +9.5% | +7.3% |
| 30D | +24.3% | -5.6% | +29.8% | +26.4% |
| 3M | -12.0% | -6.6% | -5.3% | -11.4% |
| 6M | +40.1% | -22.5% | +62.6% | +54.4% |
| YTD | +33.4% | -15.2% | +48.6% | +41.4% |
| 1Y | -23.7% | -33.9% | +10.2% | -8.9% |
| 3Y | +19.0% | +11.8% | +7.2% | -1.4% |
| All | -66.3% | +85.8% | -152.1% | -76.4% |
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