+15.6%
U vs AZO
+10.0%
+5.6%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -0.2% | +4.7% | +4.5% |
| 7D | +5.5% | -3.6% | +9.1% | +5.3% |
| 30D | -1.3% | -5.6% | +4.3% | -1.6% |
| 3M | +64.6% | -6.6% | +71.2% | +63.9% |
| 6M | +119.4% | -22.5% | +141.9% | +115.5% |
| YTD | -0.5% | -15.2% | +14.7% | -2.1% |
| 1Y | +1.3% | -33.9% | +35.2% | +0.3% |
| 3Y | +15.6% | +11.8% | +3.8% | +7.0% |
| All | +15.6% | +10.0% | +5.6% | +7.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling