+32.4%
PWR vs AZO
-7.5%
+39.9%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.7% | +3.9% | -15.6% | -10.9% |
| 7D | -4.4% | +5.3% | -9.7% | -3.3% |
| 30D | -15.1% | +18.4% | -33.5% | -13.1% |
| 3M | -16.2% | +9.8% | -26.1% | -14.8% |
| 6M | -23.3% | -4.5% | -18.8% | -20.1% |
| YTD | +37.6% | -1.9% | +39.6% | +42.6% |
| 1Y | +32.4% | -9.5% | +41.9% | +38.8% |
| All | +32.4% | -7.5% | +39.9% | +38.8% |
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