+14.8%
BND vs AZO
+296.8%
-282.0%
-18.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.2% | +0.1% | -0.1% |
| 7D | -1.0% | -3.6% | +2.6% | -1.0% |
| 30D | -1.1% | -5.6% | +4.4% | -1.0% |
| 3M | -1.9% | -6.6% | +4.8% | -1.8% |
| 6M | -1.6% | -22.5% | +20.9% | -1.3% |
| YTD | -1.2% | -15.2% | +13.9% | -1.0% |
| 1Y | -0.7% | -33.9% | +33.2% | -0.2% |
| 3Y | +12.5% | +11.8% | +0.7% | +12.3% |
| 5Y | -2.5% | +85.5% | -88.1% | -3.4% |
| All | +14.8% | +296.8% | -282.0% | +13.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling