+93.3%
HAL vs AZO
+85.8%
+7.6%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.2% | -0.5% | -0.6% |
| 7D | -3.3% | -3.6% | +0.3% | -2.9% |
| 30D | +8.2% | -5.6% | +13.7% | +8.9% |
| 3M | -9.4% | -6.6% | -2.8% | -8.9% |
| 6M | +0.6% | -22.5% | +23.1% | +4.1% |
| YTD | +28.6% | -15.2% | +43.8% | +30.8% |
| 1Y | +63.9% | -33.9% | +97.8% | +74.7% |
| 3Y | -7.1% | +11.8% | -18.9% | -13.9% |
| All | +93.3% | +85.8% | +7.6% | +65.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling