+3,011.3%
AZO vs BLDR
+380.2%
+2,631.1%
-42.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.9% | +0.5% | -1.2% |
| 7D | -0.8% | -2.7% | +1.9% | -0.5% |
| 30D | -5.1% | -14.7% | +9.6% | -3.5% |
| 3M | -7.2% | -20.8% | +13.6% | -5.2% |
| 6M | -20.7% | -35.3% | +14.6% | -17.4% |
| YTD | -14.2% | -40.3% | +26.2% | -10.1% |
| 1Y | -32.2% | -56.3% | +24.1% | -26.6% |
| 3Y | +11.1% | -56.1% | +67.3% | +17.4% |
| 5Y | +87.6% | +12.9% | +74.7% | +75.6% |
| 10Y | +302.9% | +386.5% | -83.5% | +211.0% |
| All | +3,011.3% | +380.2% | +2,631.1% | +1,800.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling