+132.3%
HON vs AZO
+296.8%
-164.5%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.2% | +0.3% | +0.1% |
| 7D | -3.5% | -3.6% | +0.1% | -2.3% |
| 30D | -13.8% | -5.6% | -8.2% | -12.2% |
| 3M | -11.7% | -6.6% | -5.0% | -10.2% |
| 6M | -18.7% | -22.5% | +3.8% | -12.4% |
| YTD | +0.2% | -15.2% | +15.4% | +4.4% |
| 1Y | -3.1% | -33.9% | +30.9% | +9.7% |
| 3Y | +17.0% | +11.8% | +5.2% | +8.0% |
| 5Y | +2.0% | +85.5% | -83.5% | -23.6% |
| All | +132.3% | +296.8% | -164.5% | +41.8% |
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 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