+13.1%
AZO vs IBB
+63.1%
-50.0%
-33.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.9% | -0.5% | -1.2% |
| 7D | -0.8% | -3.9% | +3.1% | +0.2% |
| 30D | -5.1% | +2.7% | -7.9% | -5.8% |
| 3M | -7.2% | +21.4% | -28.6% | -11.9% |
| 6M | -20.7% | +20.1% | -40.8% | -24.6% |
| YTD | -14.2% | +21.9% | -36.0% | -18.6% |
| 1Y | -32.2% | +44.1% | -76.3% | -38.0% |
| All | +13.1% | +63.1% | -50.0% | +0.8% |
Cumulative growth
Daily Returns
Daily percentage return beside IBB.
Daily Out/Under-Performance
Portfolio return minus IBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBB 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 IBB 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