+916.1%
WDC vs AZO
+85.8%
+830.3%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.2% | -2.8% | -3.0% |
| 7D | -4.3% | -3.6% | -0.7% | -4.1% |
| 30D | -1.5% | -5.6% | +4.1% | -1.1% |
| 3M | -15.5% | -6.6% | -8.8% | -15.4% |
| 6M | +66.5% | -22.5% | +89.0% | +71.9% |
| YTD | +159.9% | -15.2% | +175.0% | +163.8% |
| 1Y | +366.0% | -33.9% | +399.9% | +398.9% |
| 3Y | +1,285.8% | +11.8% | +1,274.0% | +1,146.6% |
| All | +916.1% | +85.8% | +830.3% | +689.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling