+85.8%
AZO vs BUD
+44.8%
+41.1%
-33.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.4% | -0.6% | -0.9% |
| 7D | -2.9% | -3.2% | +0.3% | -2.2% |
| 30D | -5.3% | -3.7% | -1.6% | -4.5% |
| 3M | -7.3% | -4.4% | -2.9% | -6.5% |
| 6M | -22.7% | +7.7% | -30.4% | -24.0% |
| YTD | -15.0% | +23.1% | -38.1% | -18.6% |
| 1Y | -32.2% | +33.6% | -65.9% | -36.2% |
| 3Y | +10.0% | +44.7% | -34.7% | +0.9% |
| 5Y | +85.8% | +44.9% | +40.9% | +70.8% |
| All | +85.8% | +44.8% | +41.1% | +70.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling