+11.8%
AZO vs BUD
+44.9%
-33.1%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.7% | -0.9% | -0.3% |
| 7D | -3.6% | -2.6% | -0.9% | -3.0% |
| 30D | -5.6% | -1.2% | -4.3% | -5.3% |
| 3M | -6.6% | -4.9% | -1.7% | -5.7% |
| 6M | -22.5% | +9.3% | -31.8% | -24.1% |
| YTD | -15.2% | +24.0% | -39.1% | -18.5% |
| 1Y | -33.9% | +34.5% | -68.5% | -37.4% |
| 3Y | +11.8% | +43.7% | -31.9% | +3.8% |
| All | +11.8% | +44.9% | -33.1% | +3.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 BUD 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