+6,893.4%
URI vs AZO
+10,367.7%
-3,474.2%
-93.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.5% | +1.1% | +1.4% |
| 7D | -2.0% | +0.7% | -2.7% | -2.3% |
| 30D | -12.9% | -2.7% | -10.2% | -11.9% |
| 3M | -6.7% | -3.2% | -3.5% | -6.2% |
| 6M | +19.0% | -19.7% | +38.7% | +30.2% |
| YTD | +25.5% | -12.0% | +37.6% | +30.8% |
| 1Y | +5.5% | -29.5% | +35.1% | +21.8% |
| 3Y | +111.3% | +17.3% | +94.0% | +85.6% |
| 5Y | +198.6% | +94.1% | +104.5% | +100.6% |
| 10Y | +1,179.9% | +303.3% | +876.6% | +484.9% |
| All | +6,893.4% | +10,367.7% | -3,474.2% | +622.4% |
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