-85.1%
OPEN vs AZO
+85.0%
-170.0%
-97.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -1.0% | -5.7% | -6.3% |
| 7D | -10.5% | -2.9% | -7.6% | -9.5% |
| 30D | -21.8% | -5.3% | -16.5% | -20.1% |
| 3M | -37.5% | -7.3% | -30.2% | -36.1% |
| 6M | -44.1% | -22.7% | -21.4% | -38.5% |
| YTD | -52.0% | -15.0% | -36.9% | -49.9% |
| 1Y | -52.2% | -32.2% | -20.0% | -44.0% |
| 3Y | -25.9% | +10.0% | -35.9% | -36.4% |
| 5Y | -85.1% | +85.8% | -170.9% | -90.5% |
| All | -85.1% | +85.0% | -170.0% | -90.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling