-19.9%
NOW vs AZO
+20.6%
-40.5%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.2% | +1.3% | +1.5% |
| 7D | +0.3% | +1.3% | -1.1% | 0.0% |
| 30D | -27.0% | +12.0% | -38.9% | -28.4% |
| 3M | -19.6% | +7.2% | -26.9% | -20.8% |
| 6M | +17.5% | -3.2% | +20.6% | +17.0% |
| YTD | -33.3% | -3.9% | -29.4% | -33.6% |
| 1Y | -39.8% | -14.7% | -25.2% | -39.4% |
| 3Y | -19.9% | +20.4% | -40.3% | -22.5% |
| All | -19.9% | +20.6% | -40.5% | -22.5% |
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