-33.9%
AZO vs BB
+104.0%
-137.9%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.7% | -1.9% | -0.1% |
| 7D | -3.6% | -0.4% | -3.2% | -3.6% |
| 30D | -5.6% | -12.5% | +7.0% | -6.0% |
| 3M | -6.6% | -17.4% | +10.8% | -6.7% |
| 6M | -22.5% | +119.1% | -141.7% | -23.3% |
| YTD | -15.2% | +102.4% | -117.6% | -16.5% |
| 1Y | -33.9% | +98.2% | -132.1% | -36.1% |
| All | -33.9% | +104.0% | -137.9% | -36.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BB.
Daily Out/Under-Performance
Portfolio return minus BB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BB 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 BB 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