+2,012.8%
T vs AZO
+42,832.5%
-40,819.8%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.1% | +0.8% | -0.1% |
| 7D | -1.5% | -0.5% | -1.1% | -1.4% |
| 30D | +7.6% | -5.6% | +13.2% | +8.8% |
| 3M | +15.3% | -4.0% | +19.3% | +16.0% |
| 6M | -8.5% | -18.9% | +10.5% | -5.1% |
| YTD | +6.8% | -13.0% | +19.7% | +8.9% |
| 1Y | -7.2% | -30.4% | +23.2% | -1.2% |
| 3Y | +108.2% | +12.7% | +95.6% | +100.5% |
| 5Y | +66.1% | +89.6% | -23.6% | +42.5% |
| 10Y | +65.3% | +304.7% | -239.4% | +20.1% |
| All | +2,012.8% | +42,832.5% | -40,819.8% | +686.1% |
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