+1,832.2%
AZO vs BUD
+198.8%
+1,633.4%
-42.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.8% | -0.3% | -0.9% |
| 7D | -0.5% | +0.8% | -1.2% | -0.7% |
| 30D | -5.6% | -4.8% | -0.8% | -4.5% |
| 3M | -4.0% | +1.4% | -5.3% | -4.4% |
| 6M | -18.9% | +9.9% | -28.8% | -20.9% |
| YTD | -13.0% | +26.3% | -39.3% | -17.8% |
| 1Y | -30.4% | +36.1% | -66.6% | -35.5% |
| 3Y | +12.7% | +48.6% | -35.9% | +1.0% |
| 5Y | +89.6% | +45.0% | +44.6% | +68.5% |
| 10Y | +304.7% | -23.1% | +327.8% | +296.9% |
| All | +1,832.2% | +198.8% | +1,633.4% | +1,216.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling