+44,287.4%
AZO vs HAS
+3,572.1%
+40,715.3%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.8% | +1.0% | +0.4% |
| 7D | +1.3% | +1.4% | 0.0% | +1.0% |
| 30D | +12.0% | +26.3% | -14.3% | +5.8% |
| 3M | +7.2% | +25.6% | -18.4% | +1.4% |
| 6M | -3.2% | +30.3% | -33.4% | -9.6% |
| YTD | -3.9% | +50.4% | -54.2% | -13.7% |
| 1Y | -14.7% | +57.7% | -72.4% | -24.3% |
| 3Y | +20.4% | +213.4% | -193.0% | -12.3% |
| 5Y | +72.8% | +49.1% | +23.7% | +48.0% |
| 10Y | +334.4% | +98.5% | +235.9% | +223.8% |
| All | +44,287.4% | +3,572.1% | +40,715.3% | +13,183.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling