+68.3%
HAL vs AZO
-28.9%
+97.2%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.5% | -1.1% | -0.5% |
| 7D | +2.9% | +0.7% | +2.2% | +3.0% |
| 30D | +17.0% | -2.7% | +19.7% | +16.8% |
| 3M | -9.7% | -3.2% | -6.4% | -9.8% |
| 6M | +8.6% | -19.7% | +28.4% | +7.5% |
| YTD | +33.0% | -12.0% | +45.0% | +35.3% |
| 1Y | +68.3% | -29.5% | +97.8% | +66.6% |
| All | +68.3% | -28.9% | +97.2% | +66.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AZO.
Daily Out/Under-Performance
Portfolio return minus AZO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AZO 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 AZO 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