+977.1%
BE vs AZO
+312.9%
+664.2%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -1.4% | -1.5% | -2.3% |
| 7D | +23.9% | -0.8% | +24.7% | +24.3% |
| 30D | +27.8% | -5.1% | +33.0% | +30.2% |
| 3M | +3.7% | -7.2% | +11.0% | +4.9% |
| 6M | +78.0% | -20.7% | +98.7% | +91.6% |
| YTD | +209.9% | -14.2% | +224.1% | +221.6% |
| 1Y | +389.6% | -32.2% | +421.8% | +461.5% |
| 3Y | +1,730.6% | +11.1% | +1,719.5% | +1,462.1% |
| 5Y | +1,227.8% | +87.6% | +1,140.2% | +687.8% |
| All | +977.1% | +312.9% | +664.2% | +340.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling