+2.6%
HAL vs AZO
+296.8%
-294.3%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.2% | -0.5% | -0.6% |
| 7D | -3.3% | -3.6% | +0.3% | -2.2% |
| 30D | +8.2% | -5.6% | +13.7% | +10.0% |
| 3M | -9.4% | -6.6% | -2.8% | -8.0% |
| 6M | +0.6% | -22.5% | +23.1% | +8.4% |
| YTD | +28.6% | -15.2% | +43.8% | +33.5% |
| 1Y | +63.9% | -33.9% | +97.8% | +85.9% |
| 3Y | -7.1% | +11.8% | -18.9% | -16.8% |
| 5Y | +102.3% | +85.5% | +16.8% | +39.8% |
| All | +2.6% | +296.8% | -294.3% | -46.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling