+2,771.1%
NOW vs AZO
+719.7%
+2,051.5%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +0.5% | -3.5% | -3.1% |
| 7D | -2.4% | +0.7% | -3.1% | -2.6% |
| 30D | +20.5% | -2.7% | +23.2% | +21.5% |
| 3M | +18.3% | -3.2% | +21.5% | +19.5% |
| 6M | +24.1% | -19.7% | +43.8% | +32.6% |
| YTD | -7.8% | -12.0% | +4.2% | -4.7% |
| 1Y | -21.4% | -29.5% | +8.1% | -12.8% |
| 3Y | +19.5% | +17.3% | +2.2% | +8.4% |
| 5Y | +4.1% | +94.1% | -90.0% | -21.7% |
| 10Y | +826.4% | +303.3% | +523.1% | +429.1% |
| All | +2,771.1% | +719.7% | +2,051.5% | +1,109.7% |
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