+1.5%
HON vs AZO
+85.8%
-84.3%
-25.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.2% | +0.3% | +0.1% |
| 7D | -3.5% | -3.6% | +0.1% | -2.6% |
| 30D | -13.8% | -5.6% | -8.2% | -12.6% |
| 3M | -11.7% | -6.6% | -5.0% | -10.6% |
| 6M | -18.7% | -22.5% | +3.8% | -13.8% |
| YTD | +0.2% | -15.2% | +15.4% | +3.5% |
| 1Y | -3.1% | -33.9% | +30.9% | +7.4% |
| 3Y | +17.0% | +11.8% | +5.2% | +9.0% |
| All | +1.5% | +85.8% | -84.3% | -18.8% |
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