+7,802.5%
URI vs AZO
+11,311.2%
-3,508.7%
-93.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.4% | -1.5% | -1.2% |
| 7D | +9.3% | -1.7% | +11.0% | +10.2% |
| 30D | +7.6% | +12.4% | -4.8% | +1.5% |
| 3M | +1.0% | +6.8% | -5.7% | -2.6% |
| 6M | +19.8% | -4.6% | +24.5% | +20.4% |
| YTD | +41.9% | -4.1% | +46.0% | +41.2% |
| 1Y | +33.4% | -14.2% | +47.5% | +39.6% |
| 3Y | +156.0% | +20.3% | +135.7% | +121.7% |
| 5Y | +209.5% | +72.4% | +137.1% | +120.6% |
| 10Y | +1,199.8% | +333.4% | +866.3% | +471.8% |
| All | +7,802.5% | +11,311.2% | -3,508.7% | +679.9% |
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