+34.5%
BBY vs AZO
-7.5%
+42.0%
-29.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.0% | +3.9% | +4.1% | +7.5% |
| 7D | +4.5% | +5.3% | -0.8% | +4.0% |
| 30D | +16.0% | +18.4% | -2.5% | +14.7% |
| 3M | +18.6% | +9.8% | +8.8% | +17.4% |
| 6M | +80.1% | -4.5% | +84.6% | +77.4% |
| YTD | +57.4% | -1.9% | +59.4% | +55.3% |
| 1Y | +34.5% | -9.5% | +44.0% | +32.3% |
| All | +34.5% | -7.5% | +42.0% | +32.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling