+8.2%
NOW vs AZO
+11.4%
-3.2%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.4% | -0.9% | -2.1% |
| 7D | -4.1% | -0.8% | -3.3% | -3.9% |
| 30D | +2.9% | -5.1% | +8.0% | +3.8% |
| 3M | +22.6% | -7.2% | +29.8% | +23.8% |
| 6M | +7.5% | -20.7% | +28.3% | +10.5% |
| YTD | -14.4% | -14.2% | -0.2% | -12.9% |
| 1Y | -29.8% | -32.2% | +2.4% | -26.3% |
| All | +8.2% | +11.4% | -3.2% | +1.6% |
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