+113.2%
WDC vs AZO
-7.5%
+120.7%
-56.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.8% | +3.9% | -10.7% | -5.0% |
| 7D | -18.3% | +5.3% | -23.7% | -16.2% |
| 30D | -26.7% | +18.4% | -45.1% | -21.3% |
| 3M | -40.9% | +9.8% | -50.8% | -38.1% |
| 6M | -26.8% | -4.5% | -22.3% | -22.2% |
| YTD | +88.2% | -1.9% | +90.1% | +107.4% |
| 1Y | +113.2% | -9.5% | +122.7% | +134.2% |
| All | +113.2% | -7.5% | +120.7% | +134.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling