+1,178.1%
BP vs AZO
+42,241.4%
-41,063.3%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -1.4% | +3.2% | +2.1% |
| 7D | +4.0% | -0.8% | +4.8% | +4.1% |
| 30D | +7.8% | -5.1% | +13.0% | +8.9% |
| 3M | +8.4% | -7.2% | +15.6% | +9.5% |
| 6M | +15.1% | -20.7% | +35.8% | +19.6% |
| YTD | +36.4% | -14.2% | +50.6% | +39.3% |
| 1Y | +40.9% | -32.2% | +73.1% | +50.5% |
| 3Y | +38.8% | +11.1% | +27.7% | +32.9% |
| 5Y | +141.1% | +87.6% | +53.5% | +105.1% |
| 10Y | +133.9% | +302.9% | -169.0% | +68.7% |
| All | +1,178.1% | +42,241.4% | -41,063.3% | +345.0% |
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