+155.2%
W vs AZO
+296.8%
-141.6%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.2% | +1.3% | +1.2% |
| 7D | -0.9% | -3.6% | +2.7% | +1.0% |
| 30D | -4.2% | -5.6% | +1.3% | -1.4% |
| 3M | +26.9% | -6.6% | +33.5% | +31.1% |
| 6M | +31.2% | -22.5% | +53.7% | +47.9% |
| YTD | -1.8% | -15.2% | +13.3% | +3.7% |
| 1Y | +9.3% | -33.9% | +43.3% | +32.5% |
| 3Y | +33.2% | +11.8% | +21.4% | +13.7% |
| 5Y | -62.4% | +85.5% | -147.9% | -77.3% |
| All | +155.2% | +296.8% | -141.6% | +10.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling