-52.3%
TEAM vs AZO
+85.8%
-138.1%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.2% | +0.2% | +0.1% |
| 7D | -5.2% | -3.6% | -1.6% | -4.3% |
| 30D | +15.8% | -5.6% | +21.3% | +17.5% |
| 3M | +101.5% | -6.6% | +108.1% | +105.3% |
| 6M | +138.2% | -22.5% | +160.7% | +152.5% |
| YTD | +10.8% | -15.2% | +26.0% | +13.4% |
| 1Y | +1.7% | -33.9% | +35.6% | +13.1% |
| 3Y | -16.0% | +11.8% | -27.8% | -27.1% |
| All | -52.3% | +85.8% | -138.1% | -70.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling