+584.3%
PL vs AZO
+22.2%
+562.1%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +14.5% | +1.1% | +13.4% | +14.5% |
| 7D | +10.9% | -0.1% | +10.9% | +10.9% |
| 30D | -16.4% | +10.6% | -26.9% | -16.6% |
| 3M | -39.9% | +4.0% | -43.9% | -40.0% |
| 6M | -63.2% | -7.0% | -56.2% | -62.5% |
| YTD | -27.1% | -4.1% | -23.0% | -26.8% |
| 1Y | +12.2% | -12.6% | +24.7% | +15.2% |
| 3Y | +584.3% | +21.4% | +562.9% | +509.4% |
| All | +584.3% | +22.2% | +562.1% | +509.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling