-74.2%
OPEN vs AZO
+152.2%
-226.3%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.2% | -0.2% | -0.3% |
| 7D | -11.4% | -3.6% | -7.9% | -10.4% |
| 30D | -20.1% | -5.6% | -14.5% | -18.6% |
| 3M | -37.6% | -6.6% | -30.9% | -36.6% |
| 6M | -47.1% | -22.5% | -24.5% | -42.9% |
| YTD | -52.1% | -15.2% | -37.0% | -50.4% |
| 1Y | -73.5% | -33.9% | -39.5% | -69.7% |
| 3Y | -24.4% | +11.8% | -36.2% | -31.9% |
| 5Y | -85.1% | +85.5% | -170.6% | -87.6% |
| All | -74.2% | +152.2% | -226.3% | -79.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling