+85.2%
AZO vs BTG
+78.0%
+7.2%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.4% | -0.5% | -0.2% |
| 7D | -3.6% | -3.8% | +0.2% | -3.4% |
| 30D | -5.6% | +3.6% | -9.2% | -5.8% |
| 3M | -6.6% | +32.0% | -38.7% | -8.2% |
| 6M | -22.5% | +3.4% | -25.9% | -22.9% |
| YTD | -15.2% | +20.8% | -36.0% | -16.5% |
| 1Y | -33.9% | +22.4% | -56.4% | -35.2% |
| 3Y | +11.8% | +91.7% | -79.9% | +6.0% |
| All | +85.2% | +78.0% | +7.2% | +81.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BTG.
Daily Out/Under-Performance
Portfolio return minus BTG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTG 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 BTG 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