+11.8%
AZO vs BBIO
+154.4%
-142.6%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.1% | -0.1% | -0.2% |
| 7D | -3.6% | -3.2% | -0.4% | -3.4% |
| 30D | -5.6% | -13.6% | +8.0% | -4.9% |
| 3M | -6.6% | +7.2% | -13.9% | -7.2% |
| 6M | -22.5% | +1.5% | -24.0% | -22.7% |
| YTD | -15.2% | -5.3% | -9.9% | -15.3% |
| 1Y | -33.9% | +37.7% | -71.7% | -34.8% |
| 3Y | +11.8% | +153.9% | -142.1% | +4.7% |
| All | +11.8% | +154.4% | -142.6% | +4.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling