+11.8%
AZO vs HRB
+25.9%
-14.1%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.5% | -0.7% | -0.2% |
| 7D | -3.6% | -8.0% | +4.5% | -2.6% |
| 30D | -5.6% | -16.0% | +10.4% | -3.6% |
| 3M | -6.6% | +26.9% | -33.5% | -9.7% |
| 6M | -22.5% | +51.1% | -73.6% | -26.6% |
| YTD | -15.2% | +7.1% | -22.2% | -15.1% |
| 1Y | -33.9% | -9.6% | -24.3% | -31.6% |
| 3Y | +11.8% | +25.4% | -13.6% | +7.5% |
| All | +11.8% | +25.9% | -14.1% | +7.5% |
Cumulative growth
Daily Returns
Daily percentage return beside HRB.
Daily Out/Under-Performance
Portfolio return minus HRB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HRB 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 3y: compounded portfolio wealth divided by compounded HRB 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…
3y analysis · Full analysis span regression · 6 months rolling