+74.7%
PBR vs AZO
-32.5%
+107.2%
-26.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.2% | -0.7% | -0.9% |
| 7D | +5.4% | -3.6% | +8.9% | +5.1% |
| 30D | +22.9% | -5.6% | +28.4% | +22.5% |
| 3M | +19.6% | -6.6% | +26.3% | +19.3% |
| 6M | +16.5% | -22.5% | +39.0% | +17.2% |
| YTD | +86.7% | -15.2% | +101.8% | +87.5% |
| 1Y | +74.7% | -33.9% | +108.7% | +74.2% |
| All | +74.7% | -32.5% | +107.2% | +74.2% |
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