-33.9%
AZO vs BEN
+45.3%
-79.3%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | 0.0% | -0.1% | -0.2% |
| 7D | -3.6% | -3.1% | -0.5% | -3.4% |
| 30D | -5.6% | +0.2% | -5.7% | -5.6% |
| 3M | -6.6% | +6.8% | -13.5% | -7.3% |
| 6M | -22.5% | +38.1% | -60.6% | -25.4% |
| YTD | -15.2% | +44.3% | -59.5% | -17.5% |
| 1Y | -33.9% | +42.6% | -76.5% | -36.1% |
| All | -33.9% | +45.3% | -79.3% | -36.1% |
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