+127,415.7%
SU vs AZO
+41,743.6%
+85,672.0%
-81.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.2% | 0.0% | -0.1% |
| 7D | +2.2% | -3.6% | +5.8% | +4.2% |
| 30D | +8.4% | -5.6% | +14.0% | +11.5% |
| 3M | +12.1% | -6.6% | +18.7% | +14.9% |
| 6M | +19.7% | -22.5% | +42.2% | +33.7% |
| YTD | +58.4% | -15.2% | +73.6% | +67.8% |
| 1Y | +67.2% | -33.9% | +101.2% | +101.0% |
| 3Y | +125.0% | +11.8% | +113.2% | +96.3% |
| 5Y | +355.1% | +85.5% | +269.5% | +184.4% |
| 10Y | +263.7% | +298.2% | -34.5% | +32.0% |
| All | +127,415.7% | +41,743.6% | +85,672.0% | +158.7% |
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