+49.9%
TRV vs AZO
-7.5%
+57.3%
-9.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +3.9% | -0.4% | +2.7% |
| 7D | +3.9% | +5.3% | -1.5% | +2.8% |
| 30D | +13.5% | +18.4% | -5.0% | +9.8% |
| 3M | +8.9% | +9.8% | -0.9% | +6.9% |
| 6M | +36.8% | -4.5% | +41.3% | +36.6% |
| YTD | +42.7% | -1.9% | +44.6% | +41.2% |
| 1Y | +49.9% | -9.5% | +59.4% | +49.3% |
| All | +49.9% | -7.5% | +57.3% | +49.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling