+5.5%
URI vs AZO
-28.9%
+34.4%
-30.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.5% | +1.1% | +1.6% |
| 7D | -2.0% | +0.7% | -2.7% | -2.0% |
| 30D | -12.9% | -2.7% | -10.2% | -12.7% |
| 3M | -6.7% | -3.2% | -3.5% | -6.4% |
| 6M | +19.0% | -19.7% | +38.7% | +23.2% |
| YTD | +25.5% | -12.0% | +37.6% | +29.4% |
| 1Y | +5.5% | -29.5% | +35.1% | +9.2% |
| All | +5.5% | -28.9% | +34.4% | +9.2% |
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