+87.6%
AZO vs HAS
+10.8%
+76.8%
-33.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.5% | +0.1% | -1.2% |
| 7D | -0.8% | -4.8% | +4.0% | -0.2% |
| 30D | -5.1% | -5.1% | 0.0% | -4.5% |
| 3M | -7.2% | +6.4% | -13.6% | -8.0% |
| 6M | -20.7% | -5.6% | -15.1% | -20.4% |
| YTD | -14.2% | +11.0% | -25.1% | -15.5% |
| 1Y | -32.2% | +16.8% | -48.9% | -33.7% |
| 3Y | +11.1% | +44.0% | -32.9% | +5.2% |
| 5Y | +87.6% | +11.0% | +76.6% | +102.0% |
| All | +87.6% | +10.8% | +76.8% | +102.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling