+360.5%
BE vs AZO
-28.9%
+389.4%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | +0.5% | +6.8% | +7.5% |
| 7D | +20.0% | +0.7% | +19.3% | +20.2% |
| 30D | +7.9% | -2.7% | +10.6% | +7.0% |
| 3M | -13.2% | -3.2% | -10.0% | -13.1% |
| 6M | +53.5% | -19.7% | +73.2% | +54.7% |
| YTD | +191.0% | -12.0% | +203.1% | +204.8% |
| 1Y | +360.5% | -29.5% | +390.0% | +366.7% |
| All | +360.5% | -28.9% | +389.4% | +366.7% |
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 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