+92.3%
ROIV vs AZO
-15.7%
+108.0%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.2% | -1.4% | -1.2% |
| 7D | +1.7% | +1.3% | +0.3% | +1.4% |
| 30D | +17.6% | +12.0% | +5.6% | +14.5% |
| 3M | +9.0% | +7.2% | +1.7% | +7.2% |
| 6M | +35.3% | -3.2% | +38.5% | +37.3% |
| YTD | +82.2% | -3.9% | +86.1% | +84.7% |
| 1Y | +92.3% | -14.7% | +106.9% | +105.6% |
| All | +92.3% | -15.7% | +108.0% | +105.6% |
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