+2,990.1%
TFC vs AZO
+42,241.4%
-39,251.3%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.4% | +0.6% | -0.4% |
| 7D | -1.3% | -0.8% | -0.5% | -1.0% |
| 30D | -2.3% | -5.1% | +2.8% | -0.8% |
| 3M | +2.5% | -7.2% | +9.7% | +4.4% |
| 6M | +9.5% | -20.7% | +30.2% | +16.8% |
| YTD | +5.1% | -14.2% | +19.2% | +8.9% |
| 1Y | +15.5% | -32.2% | +47.6% | +28.3% |
| 3Y | +95.2% | +11.1% | +84.0% | +83.2% |
| 5Y | +14.5% | +87.6% | -73.1% | -9.9% |
| 10Y | +97.2% | +302.9% | -205.7% | +20.7% |
| All | +2,990.1% | +42,241.4% | -39,251.3% | +805.0% |
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