-22.7%
AZO vs HBM
+16.2%
-38.8%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -7.5% | +6.5% | -1.5% |
| 7D | -2.9% | -3.7% | +0.8% | -3.1% |
| 30D | -5.3% | -3.7% | -1.6% | -5.4% |
| 3M | -7.3% | +8.0% | -15.4% | -6.4% |
| 6M | -22.7% | +15.8% | -38.4% | -24.0% |
| All | -22.7% | +16.2% | -38.8% | -24.0% |
Cumulative growth
Daily Returns
Daily percentage return beside HBM.
Daily Out/Under-Performance
Portfolio return minus HBM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HBM 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 6mo: compounded portfolio wealth divided by compounded HBM 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…
6mo analysis · Full analysis span regression · 6 months rolling