+5,805.7%
BTI vs AZO
+41,743.6%
-35,938.0%
-63.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.2% | +0.9% | +0.7% |
| 7D | -0.2% | -3.6% | +3.4% | +0.4% |
| 30D | -1.1% | -5.6% | +4.5% | -0.2% |
| 3M | -8.8% | -6.6% | -2.1% | -7.8% |
| 6M | -4.0% | -22.5% | +18.6% | -0.2% |
| YTD | +0.4% | -15.2% | +15.5% | +2.6% |
| 1Y | +1.9% | -33.9% | +35.9% | +8.3% |
| 3Y | +108.5% | +11.8% | +96.7% | +102.5% |
| 5Y | +118.5% | +85.5% | +33.0% | +94.1% |
| 10Y | +75.1% | +298.2% | -223.1% | +36.1% |
| All | +5,805.7% | +41,743.6% | -35,938.0% | +2,610.1% |
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