+1,264.4%
BE vs AZO
+85.8%
+1,178.7%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.7% | -0.2% | +6.8% | +6.7% |
| 7D | +9.0% | -3.6% | +12.6% | +9.5% |
| 30D | +16.3% | -5.6% | +21.8% | +17.0% |
| 3M | +10.8% | -6.6% | +17.4% | +11.0% |
| 6M | +73.2% | -22.5% | +95.7% | +80.5% |
| YTD | +217.4% | -15.2% | +232.5% | +224.5% |
| 1Y | +309.8% | -33.9% | +343.7% | +343.8% |
| 3Y | +1,726.2% | +11.8% | +1,714.4% | +1,526.2% |
| All | +1,264.4% | +85.8% | +1,178.7% | +932.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling