+32.6%
NET vs AZO
+84.8%
-52.2%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +3.9% | -6.5% | -3.6% |
| 7D | -16.4% | +5.3% | -21.7% | -17.6% |
| 30D | -25.8% | +18.4% | -44.3% | -29.6% |
| 3M | -11.5% | +9.8% | -21.4% | -14.2% |
| 6M | +18.9% | -4.5% | +23.4% | +20.0% |
| YTD | +35.2% | -1.9% | +37.2% | +34.8% |
| 1Y | +14.5% | -9.5% | +24.0% | +16.5% |
| 3Y | +313.8% | +29.2% | +284.6% | +243.8% |
| 5Y | +32.6% | +83.8% | -51.3% | -9.5% |
| All | +32.6% | +84.8% | -52.2% | -9.5% |
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 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