+23.4%
BA vs AZO
+333.0%
-309.7%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.4% | -2.2% | -1.9% |
| 7D | -0.6% | -1.7% | +1.2% | +0.1% |
| 30D | -8.0% | +12.4% | -20.4% | -12.4% |
| 3M | -25.8% | +6.8% | -32.6% | -28.1% |
| 6M | -27.6% | -4.6% | -23.0% | -27.1% |
| YTD | -21.0% | -4.1% | -16.9% | -21.2% |
| 1Y | -12.3% | -14.2% | +1.9% | -8.4% |
| 3Y | -12.8% | +20.3% | -33.1% | -25.1% |
| 5Y | -22.4% | +72.4% | -94.8% | -46.3% |
| All | +23.4% | +333.0% | -309.7% | -43.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AZO.
Daily Out/Under-Performance
Portfolio return minus AZO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AZO 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 10y: compounded portfolio wealth divided by compounded AZO 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…
10y analysis · Full analysis span regression · 6 months rolling