-9.5%
AZO vs BLDR
-38.1%
+28.6%
-29.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | +9.3% | -5.3% | +2.5% |
| 7D | +5.3% | +24.4% | -19.0% | +1.9% |
| 30D | +18.4% | +24.9% | -6.5% | +14.3% |
| 3M | +9.8% | -7.8% | +17.6% | +9.8% |
| 6M | -4.5% | -5.8% | +1.3% | -5.3% |
| YTD | -1.9% | -32.5% | +30.5% | -0.9% |
| 1Y | -9.5% | -36.7% | +27.2% | -7.6% |
| All | -9.5% | -38.1% | +28.6% | -7.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BLDR.
Daily Out/Under-Performance
Portfolio return minus BLDR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BLDR 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 BLDR 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