-32.2%
AZO vs HAS
+18.8%
-51.0%
-33.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.3% | -2.4% | -1.2% |
| 7D | -2.9% | -3.1% | +0.1% | -2.5% |
| 30D | -5.3% | -6.4% | +1.1% | -4.5% |
| 3M | -7.3% | +10.4% | -17.7% | -8.4% |
| 6M | -22.7% | -3.7% | -19.0% | -23.0% |
| YTD | -15.0% | +12.5% | -27.5% | -16.9% |
| 1Y | -32.2% | +19.8% | -52.1% | -32.7% |
| All | -32.2% | +18.8% | -51.0% | -32.7% |
Cumulative growth
Daily Returns
Daily percentage return beside HAS.
Daily Out/Under-Performance
Portfolio return minus HAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HAS 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 HAS 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