+1,726.2%
BE vs AZO
+10.0%
+1,716.1%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.7% | -0.2% | +6.8% | +6.7% |
| 7D | +9.0% | -3.6% | +12.6% | +8.5% |
| 30D | +16.3% | -5.6% | +21.8% | +15.4% |
| 3M | +10.8% | -6.6% | +17.4% | +10.2% |
| 6M | +73.2% | -22.5% | +95.7% | +73.5% |
| YTD | +217.4% | -15.2% | +232.5% | +219.5% |
| 1Y | +309.8% | -33.9% | +343.7% | +312.9% |
| 3Y | +1,726.2% | +11.8% | +1,714.4% | +1,621.8% |
| All | +1,726.2% | +10.0% | +1,716.1% | +1,621.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling