+1,260.8%
PAAS vs AZO
+12,393.6%
-11,132.8%
-85.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.1% | +0.4% | -0.5% |
| 7D | +2.0% | -0.5% | +2.5% | +2.1% |
| 30D | -0.1% | -5.6% | +5.5% | +0.6% |
| 3M | +8.2% | -4.0% | +12.2% | +8.5% |
| 6M | -13.8% | -18.9% | +5.1% | -11.8% |
| YTD | -0.6% | -13.0% | +12.3% | +0.8% |
| 1Y | +44.0% | -30.4% | +74.4% | +49.8% |
| 3Y | +246.6% | +12.7% | +233.9% | +238.0% |
| 5Y | +116.1% | +89.6% | +26.4% | +96.6% |
| 10Y | +202.7% | +304.7% | -101.9% | +150.1% |
| All | +1,260.8% | +12,393.6% | -11,132.8% | +699.3% |
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