+39,538.7%
AZO vs BEN
+3,851.1%
+35,687.6%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.5% | +0.2% | -1.0% |
| 7D | -0.8% | +3.4% | -4.2% | -1.7% |
| 30D | -5.1% | +1.8% | -6.9% | -5.6% |
| 3M | -7.2% | +8.4% | -15.6% | -9.5% |
| 6M | -20.7% | +35.6% | -56.4% | -27.4% |
| YTD | -14.2% | +46.4% | -60.5% | -23.1% |
| 1Y | -32.2% | +46.3% | -78.5% | -39.4% |
| 3Y | +11.1% | +54.6% | -43.5% | -4.8% |
| 5Y | +87.6% | +39.4% | +48.2% | +60.9% |
| 10Y | +302.9% | +57.6% | +245.4% | +214.6% |
| All | +39,538.7% | +3,851.1% | +35,687.6% | +10,656.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling