+31.3%
NFLX vs AZO
+85.8%
-54.4%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.2% | +2.0% | +1.9% |
| 7D | -1.1% | -3.6% | +2.5% | -0.4% |
| 30D | +4.3% | -5.6% | +9.9% | +5.4% |
| 3M | -4.8% | -6.6% | +1.9% | -3.6% |
| 6M | -18.4% | -22.5% | +4.1% | -14.7% |
| YTD | -17.4% | -15.2% | -2.3% | -15.5% |
| 1Y | -35.7% | -33.9% | -1.8% | -30.7% |
| 3Y | +73.8% | +11.8% | +62.0% | +62.4% |
| All | +31.3% | +85.8% | -54.4% | -1.1% |
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