+11.6%
PLTR vs AZO
-28.9%
+40.5%
-48.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +0.5% | -5.0% | -4.5% |
| 7D | -6.4% | +0.7% | -7.1% | -6.4% |
| 30D | +10.0% | -2.7% | +12.7% | +9.8% |
| 3M | +23.0% | -3.2% | +26.2% | +22.3% |
| 6M | +13.8% | -19.7% | +33.5% | +7.5% |
| YTD | -1.9% | -12.0% | +10.1% | -2.9% |
| 1Y | +11.6% | -29.5% | +41.2% | -0.3% |
| All | +11.6% | -28.9% | +40.5% | -0.3% |
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 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