+85.2%
AZO vs BB
-26.5%
+111.7%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.7% | -1.9% | -0.2% |
| 7D | -3.6% | -0.4% | -3.2% | -3.6% |
| 30D | -5.6% | -12.5% | +7.0% | -5.2% |
| 3M | -6.6% | -17.4% | +10.8% | -6.3% |
| 6M | -22.5% | +119.1% | -141.7% | -25.8% |
| YTD | -15.2% | +102.4% | -117.6% | -18.5% |
| 1Y | -33.9% | +98.2% | -132.1% | -36.7% |
| 3Y | +11.8% | +46.9% | -35.1% | +7.4% |
| All | +85.2% | -26.5% | +111.7% | +83.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling