-9.6%
AZO vs BBIO
+21.0%
-30.7%
-29.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -4.6% | +4.1% | +0.2% |
| 7D | +5.5% | +5.0% | +0.5% | +4.7% |
| 30D | +14.2% | +10.9% | +3.2% | +12.4% |
| 3M | +7.9% | -9.4% | +17.3% | +8.9% |
| 6M | -6.6% | +8.0% | -14.5% | -8.7% |
| YTD | -2.4% | -2.9% | +0.5% | -4.1% |
| 1Y | -9.6% | +18.5% | -28.2% | -11.8% |
| All | -9.6% | +21.0% | -30.7% | -11.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BBIO.
Daily Out/Under-Performance
Portfolio return minus BBIO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBIO 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 BBIO 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