+11.8%
AZO vs BLDR
-57.1%
+68.9%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +2.4% | -2.5% | -0.4% |
| 7D | -3.6% | -8.2% | +4.7% | -2.9% |
| 30D | -5.6% | -16.6% | +11.1% | -4.2% |
| 3M | -6.6% | -23.2% | +16.5% | -4.9% |
| 6M | -22.5% | -33.7% | +11.2% | -20.5% |
| YTD | -15.2% | -41.3% | +26.1% | -12.5% |
| 1Y | -33.9% | -58.8% | +24.9% | -30.4% |
| 3Y | +11.8% | -57.5% | +69.3% | +18.9% |
| All | +11.8% | -57.1% | +68.9% | +18.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling