+136.2%
BP vs AZO
+85.8%
+50.4%
-30.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.2% | +0.2% | +0.1% |
| 7D | +5.2% | -3.6% | +8.8% | +5.6% |
| 30D | +8.7% | -5.6% | +14.3% | +9.3% |
| 3M | +9.3% | -6.6% | +16.0% | +9.9% |
| 6M | +13.6% | -22.5% | +36.1% | +17.0% |
| YTD | +37.7% | -15.2% | +52.8% | +39.7% |
| 1Y | +40.6% | -33.9% | +74.6% | +48.5% |
| 3Y | +40.3% | +11.8% | +28.5% | +32.9% |
| All | +136.2% | +85.8% | +50.4% | +98.4% |
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