+19.6%
BTDR vs AZO
+76.5%
-56.9%
-79.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -0.2% | +3.9% | +3.7% |
| 7D | -3.4% | -3.6% | +0.2% | -3.3% |
| 30D | +32.6% | -5.6% | +38.1% | +32.8% |
| 3M | -32.2% | -6.6% | -25.6% | -32.2% |
| 6M | +52.4% | -22.5% | +74.9% | +55.6% |
| YTD | +6.7% | -15.2% | +21.9% | +8.2% |
| 1Y | -15.2% | -33.9% | +18.7% | -11.6% |
| 3Y | +14.9% | +11.8% | +3.1% | +12.8% |
| 5Y | +20.8% | +85.5% | -64.7% | +21.6% |
| All | +19.6% | +76.5% | -56.9% | +19.1% |
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