+11,659.1%
AZO vs IBB
+560.8%
+11,098.3%
-42.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.9% | +1.4% | +0.8% |
| 7D | +0.7% | +1.4% | -0.7% | +0.2% |
| 30D | -2.7% | +10.5% | -13.2% | -6.2% |
| 3M | -3.2% | +23.6% | -26.8% | -10.4% |
| 6M | -19.7% | +22.6% | -42.4% | -25.6% |
| YTD | -12.0% | +25.7% | -37.7% | -19.2% |
| 1Y | -29.5% | +51.4% | -80.9% | -39.4% |
| 3Y | +17.3% | +64.4% | -47.0% | -3.3% |
| 5Y | +94.1% | +22.1% | +71.9% | +75.4% |
| 10Y | +303.3% | +132.5% | +170.8% | +179.8% |
| All | +11,659.1% | +560.8% | +11,098.3% | +4,522.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling