+38.0%
PAAS vs AZO
-32.5%
+70.5%
-38.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.2% | -0.4% | -0.6% |
| 7D | -1.9% | -3.6% | +1.6% | -2.0% |
| 30D | -3.6% | -5.6% | +2.0% | -3.6% |
| 3M | +8.6% | -6.6% | +15.2% | +8.7% |
| 6M | -16.7% | -22.5% | +5.8% | -14.9% |
| YTD | -1.9% | -15.2% | +13.3% | +4.7% |
| 1Y | +38.0% | -33.9% | +71.9% | +41.6% |
| All | +38.0% | -32.5% | +70.5% | +41.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling