+1,214.5%
BA vs AZO
+47,313.8%
-46,099.3%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.2% | -0.3% | -0.1% |
| 7D | -1.1% | +1.3% | -2.4% | -1.5% |
| 30D | -7.1% | +12.0% | -19.1% | -10.0% |
| 3M | -25.5% | +7.2% | -32.8% | -27.1% |
| 6M | -28.7% | -3.2% | -25.5% | -28.8% |
| YTD | -21.0% | -3.9% | -17.1% | -21.1% |
| 1Y | -11.9% | -14.7% | +2.8% | -9.3% |
| 3Y | -16.2% | +20.4% | -36.6% | -22.7% |
| 5Y | -22.4% | +72.8% | -95.2% | -35.8% |
| 10Y | +24.5% | +334.4% | -309.9% | -19.5% |
| All | +1,214.5% | +47,313.8% | -46,099.3% | +276.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling