+106.1%
T vs AZO
+10.2%
+95.9%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.0% | +2.6% | +1.8% |
| 7D | -2.4% | -2.9% | +0.5% | -1.9% |
| 30D | +4.3% | -5.3% | +9.6% | +5.3% |
| 3M | +11.6% | -7.3% | +18.9% | +12.8% |
| 6M | -5.6% | -22.7% | +17.1% | -1.5% |
| YTD | +6.6% | -15.0% | +21.6% | +8.4% |
| 1Y | -8.4% | -32.2% | +23.9% | -1.6% |
| All | +106.1% | +10.2% | +95.9% | +105.5% |
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