+755.1%
TEAM vs AZO
+262.9%
+492.2%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.0% | +2.0% | +1.2% |
| 7D | -7.8% | -2.9% | -4.8% | -7.2% |
| 30D | +16.5% | -5.3% | +21.8% | +17.7% |
| 3M | +96.2% | -7.3% | +103.5% | +99.2% |
| 6M | +130.2% | -22.7% | +152.9% | +140.4% |
| YTD | +10.7% | -15.0% | +25.8% | +13.1% |
| 1Y | +3.0% | -32.2% | +35.3% | +10.0% |
| 3Y | -13.1% | +10.0% | -23.1% | -17.5% |
| 5Y | -52.7% | +85.8% | -138.6% | -59.5% |
| 10Y | +509.1% | +298.9% | +210.3% | +383.8% |
| All | +755.1% | +262.9% | +492.2% | +563.0% |
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