+2,874.5%
V vs AZO
+2,472.2%
+402.3%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.1% | -0.7% | -1.3% |
| 7D | -1.1% | -0.5% | -0.6% | -0.9% |
| 30D | +1.9% | -5.6% | +7.5% | +4.1% |
| 3M | +15.5% | -4.0% | +19.5% | +16.9% |
| 6M | +16.6% | -18.9% | +35.6% | +25.3% |
| YTD | +5.7% | -13.0% | +18.7% | +9.7% |
| 1Y | +8.6% | -30.4% | +39.0% | +22.9% |
| 3Y | +52.5% | +12.7% | +39.8% | +39.5% |
| 5Y | +67.1% | +89.6% | -22.5% | +19.5% |
| 10Y | +376.8% | +304.7% | +72.1% | +133.3% |
| All | +2,874.5% | +2,472.2% | +402.3% | +383.6% |
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