-29.5%
AZO vs BEN
+42.6%
-72.1%
-32.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +3.5% | -3.0% | +0.3% |
| 7D | +0.7% | +0.2% | +0.5% | +0.7% |
| 30D | -2.7% | -0.5% | -2.2% | -2.7% |
| 3M | -3.2% | +9.7% | -12.9% | -4.0% |
| 6M | -19.7% | +33.9% | -53.6% | -23.0% |
| YTD | -12.0% | +49.0% | -61.0% | -14.9% |
| 1Y | -29.5% | +42.1% | -71.6% | -29.9% |
| All | -29.5% | +42.6% | -72.1% | -29.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 BEN 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