+4,509.6%
NI vs AZO
+41,812.3%
-37,302.7%
-65.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.0% | +0.4% | -0.4% |
| 7D | -0.6% | -2.9% | +2.3% | -0.1% |
| 30D | -1.4% | -5.3% | +3.9% | -0.5% |
| 3M | -10.6% | -7.3% | -3.2% | -9.6% |
| 6M | -9.9% | -22.7% | +12.8% | -6.1% |
| YTD | +1.2% | -15.0% | +16.2% | +3.5% |
| 1Y | +4.4% | -32.2% | +36.7% | +11.1% |
| 3Y | +68.6% | +10.0% | +58.6% | +63.3% |
| 5Y | +98.0% | +85.8% | +12.2% | +73.0% |
| 10Y | +143.6% | +298.9% | -155.2% | +85.4% |
| All | +4,509.6% | +41,812.3% | -37,302.7% | +2,222.0% |
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