+545.2%
HAL vs AZO
+42,241.4%
-41,696.1%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.4% | +2.3% | +1.2% |
| 7D | -1.3% | -0.8% | -0.5% | -1.1% |
| 30D | +10.9% | -5.1% | +16.0% | +12.2% |
| 3M | -5.8% | -7.2% | +1.4% | -4.5% |
| 6M | +8.1% | -20.7% | +28.9% | +13.7% |
| YTD | +33.2% | -14.2% | +47.4% | +36.8% |
| 1Y | +74.2% | -32.2% | +106.3% | +89.4% |
| 3Y | -3.7% | +11.1% | -14.8% | -9.3% |
| 5Y | +111.9% | +87.6% | +24.3% | +71.4% |
| 10Y | +7.4% | +302.9% | -295.5% | -29.2% |
| All | +545.2% | +42,241.4% | -41,696.1% | +119.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling