+39,538.7%
AZO vs BBWI
+580.7%
+38,958.1%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -6.3% | +4.9% | 0.0% |
| 7D | -0.8% | -4.4% | +3.6% | +0.1% |
| 30D | -5.1% | -7.4% | +2.3% | -3.9% |
| 3M | -7.2% | -2.2% | -5.0% | -7.5% |
| 6M | -20.7% | -16.3% | -4.4% | -19.2% |
| YTD | -14.2% | -9.1% | -5.0% | -14.6% |
| 1Y | -32.2% | -34.5% | +2.4% | -28.7% |
| 3Y | +11.1% | -47.0% | +58.1% | +15.7% |
| 5Y | +87.6% | -68.8% | +156.4% | +109.5% |
| 10Y | +302.9% | -57.4% | +360.3% | +250.2% |
| All | +39,538.7% | +580.7% | +38,958.1% | +12,663.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BBWI.
Daily Out/Under-Performance
Portfolio return minus BBWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBWI 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 BBWI 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