+3.1%
BTDR vs AZO
-28.9%
+32.0%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | +0.5% | +3.4% | +4.1% |
| 7D | +20.0% | +0.7% | +19.2% | +20.1% |
| 30D | +11.9% | -2.7% | +14.6% | +11.2% |
| 3M | -36.9% | -3.2% | -33.7% | -37.0% |
| 6M | +56.5% | -19.7% | +76.3% | +53.5% |
| YTD | +10.4% | -12.0% | +22.5% | +15.8% |
| 1Y | +3.1% | -29.5% | +32.6% | +4.6% |
| All | +3.1% | -28.9% | +32.0% | +4.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling