+19,506.3%
BN vs AZO
+42,241.4%
-22,735.1%
-72.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.4% | -0.5% | -1.6% |
| 7D | -3.0% | -0.8% | -2.2% | -2.8% |
| 30D | -13.0% | -5.1% | -7.9% | -12.0% |
| 3M | -15.2% | -7.2% | -8.0% | -14.0% |
| 6M | -5.9% | -20.7% | +14.8% | -1.2% |
| YTD | -15.8% | -14.2% | -1.6% | -13.3% |
| 1Y | -12.2% | -32.2% | +20.0% | -4.9% |
| 3Y | +72.2% | +11.1% | +61.1% | +65.2% |
| 5Y | +33.2% | +87.6% | -54.4% | +12.6% |
| 10Y | +264.7% | +302.9% | -38.3% | +158.3% |
| All | +19,506.3% | +42,241.4% | -22,735.1% | +7,493.6% |
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