+62,816.7%
MU vs AZO
+42,832.5%
+19,984.2%
-98.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.1% | -0.5% | -1.3% |
| 7D | +7.2% | -0.5% | +7.6% | +7.3% |
| 30D | +14.0% | -5.6% | +19.6% | +16.0% |
| 3M | +5.4% | -4.0% | +9.4% | +5.2% |
| 6M | +170.3% | -18.9% | +189.2% | +182.4% |
| YTD | +250.7% | -13.0% | +263.6% | +257.3% |
| 1Y | +662.1% | -30.4% | +692.5% | +733.0% |
| 3Y | +1,341.2% | +12.7% | +1,328.5% | +1,202.0% |
| 5Y | +1,319.3% | +89.6% | +1,229.7% | +943.4% |
| 10Y | +5,778.3% | +304.7% | +5,473.6% | +3,088.5% |
| All | +62,816.7% | +42,832.5% | +19,984.2% | +8,305.3% |
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