+14.9%
BTDR vs AZO
+10.0%
+4.8%
-78.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -0.2% | +3.9% | +3.7% |
| 7D | -3.4% | -3.6% | +0.2% | -3.2% |
| 30D | +32.6% | -5.6% | +38.1% | +33.0% |
| 3M | -32.2% | -6.6% | -25.6% | -32.1% |
| 6M | +52.4% | -22.5% | +74.9% | +58.4% |
| YTD | +6.7% | -15.2% | +21.9% | +9.3% |
| 1Y | -15.2% | -33.9% | +18.7% | -7.5% |
| 3Y | +14.9% | +11.8% | +3.1% | +5.5% |
| All | +14.9% | +10.0% | +4.8% | +5.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling