+55.3%
BE vs AZO
-7.5%
+62.8%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | +3.9% | -10.3% | -5.0% |
| 7D | -12.1% | +5.3% | -17.5% | -10.4% |
| 30D | -30.1% | +18.4% | -48.5% | -26.3% |
| 3M | -12.1% | +9.8% | -22.0% | -8.7% |
| 6M | -30.6% | -4.5% | -26.1% | -25.4% |
| YTD | +130.6% | -1.9% | +132.6% | +149.5% |
| 1Y | +55.3% | -9.5% | +64.8% | +74.9% |
| All | +55.3% | -7.5% | +62.8% | +74.9% |
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