+406.7%
BNY vs AZO
+296.8%
+109.9%
-50.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.2% | +0.2% | +0.1% |
| 7D | -1.3% | -3.6% | +2.2% | -0.3% |
| 30D | -0.2% | -5.6% | +5.4% | +1.5% |
| 3M | +14.9% | -6.6% | +21.6% | +16.6% |
| 6M | +40.0% | -22.5% | +62.5% | +49.8% |
| YTD | +42.0% | -15.2% | +57.2% | +46.9% |
| 1Y | +56.9% | -33.9% | +90.8% | +75.3% |
| 3Y | +289.9% | +11.8% | +278.1% | +259.3% |
| 5Y | +259.2% | +85.5% | +173.7% | +171.3% |
| All | +406.7% | +296.8% | +109.9% | +213.0% |
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 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