+99.3%
HLT vs AZO
+10.0%
+89.3%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.2% | +0.1% | 0.0% |
| 7D | -1.6% | -3.6% | +2.0% | -0.9% |
| 30D | -5.0% | -5.6% | +0.5% | -3.9% |
| 3M | -10.4% | -6.6% | -3.7% | -9.4% |
| 6M | +3.2% | -22.5% | +25.8% | +8.6% |
| YTD | +6.7% | -15.2% | +21.9% | +9.5% |
| 1Y | +10.3% | -33.9% | +44.2% | +20.5% |
| 3Y | +99.3% | +11.8% | +87.5% | +84.5% |
| All | +99.3% | +10.0% | +89.3% | +84.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling