+85.2%
AZO vs BLDR
+10.9%
+74.3%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +2.4% | -2.5% | -0.5% |
| 7D | -3.6% | -8.2% | +4.7% | -2.6% |
| 30D | -5.6% | -16.6% | +11.1% | -3.5% |
| 3M | -6.6% | -23.2% | +16.5% | -4.0% |
| 6M | -22.5% | -33.7% | +11.2% | -19.1% |
| YTD | -15.2% | -41.3% | +26.1% | -10.5% |
| 1Y | -33.9% | -58.8% | +24.9% | -27.3% |
| 3Y | +11.8% | -57.5% | +69.3% | +18.0% |
| All | +85.2% | +10.9% | +74.3% | +56.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling