+7,701.4%
URI vs AZO
+11,337.5%
-3,636.2%
-93.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.2% | -1.5% | -1.4% |
| 7D | +6.7% | +1.3% | +5.4% | +6.1% |
| 30D | +8.9% | +12.0% | -3.1% | +2.9% |
| 3M | +0.5% | +7.2% | -6.7% | -3.3% |
| 6M | +20.7% | -3.2% | +23.8% | +20.3% |
| YTD | +40.0% | -3.9% | +43.9% | +39.2% |
| 1Y | +34.4% | -14.7% | +49.1% | +41.1% |
| 3Y | +149.5% | +20.4% | +129.1% | +115.9% |
| 5Y | +205.6% | +72.8% | +132.8% | +117.5% |
| 10Y | +1,183.1% | +334.4% | +848.7% | +463.8% |
| All | +7,701.4% | +11,337.5% | -3,636.2% | +669.1% |
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