+85.2%
AZO vs BEN
+36.0%
+49.2%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | 0.0% | -0.1% | -0.2% |
| 7D | -3.6% | -3.1% | -0.5% | -3.1% |
| 30D | -5.6% | +0.2% | -5.7% | -5.6% |
| 3M | -6.6% | +6.8% | -13.5% | -7.7% |
| 6M | -22.5% | +38.1% | -60.6% | -26.5% |
| YTD | -15.2% | +44.3% | -59.5% | -20.2% |
| 1Y | -33.9% | +42.6% | -76.5% | -37.8% |
| 3Y | +11.8% | +52.3% | -40.5% | +2.3% |
| All | +85.2% | +36.0% | +49.2% | +71.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling