+155.3%
HBAN vs AZO
+296.8%
-141.5%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.2% | +0.9% | +0.8% |
| 7D | -1.0% | -3.6% | +2.6% | +0.2% |
| 30D | -5.6% | -5.6% | 0.0% | -3.8% |
| 3M | -1.1% | -6.6% | +5.5% | +0.7% |
| 6M | +9.9% | -22.5% | +32.4% | +19.1% |
| YTD | -0.9% | -15.2% | +14.2% | +3.3% |
| 1Y | -1.4% | -33.9% | +32.5% | +12.3% |
| 3Y | +78.2% | +11.8% | +66.4% | +62.8% |
| 5Y | +37.0% | +85.5% | -48.5% | +0.3% |
| All | +155.3% | +296.8% | -141.5% | +50.2% |
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