+8,343.9%
AZO vs BB
+251.4%
+8,092.5%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.7% | +1.7% | -0.9% |
| 7D | -2.9% | -2.1% | -0.8% | -2.8% |
| 30D | -5.3% | -16.0% | +10.7% | -4.5% |
| 3M | -7.3% | -14.5% | +7.2% | -7.0% |
| 6M | -22.7% | +118.6% | -141.2% | -26.8% |
| YTD | -15.0% | +98.9% | -114.0% | -19.1% |
| 1Y | -32.2% | +99.5% | -131.7% | -35.7% |
| 3Y | +10.0% | +65.4% | -55.3% | +3.4% |
| 5Y | +85.8% | -27.6% | +113.5% | +80.5% |
| 10Y | +298.9% | -0.4% | +299.2% | +253.9% |
| All | +8,343.9% | +251.4% | +8,092.5% | +5,981.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling