+1,384.0%
MU vs AZO
+11.4%
+1,372.7%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -1.4% | +4.1% | +2.4% |
| 7D | +7.5% | -0.8% | +8.3% | +7.3% |
| 30D | +19.4% | -5.1% | +24.5% | +18.1% |
| 3M | +9.8% | -7.2% | +17.1% | +9.2% |
| 6M | +164.1% | -20.7% | +184.9% | +162.9% |
| YTD | +260.3% | -14.2% | +274.5% | +259.2% |
| 1Y | +661.2% | -32.2% | +693.3% | +673.1% |
| All | +1,384.0% | +11.4% | +1,372.7% | +1,234.5% |
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