+6,080.3%
HON vs AZO
+41,812.3%
-35,732.0%
-70.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.0% | -0.3% | -1.0% |
| 7D | -2.6% | -2.9% | +0.3% | -1.8% |
| 30D | -11.9% | -5.3% | -6.6% | -10.5% |
| 3M | -6.1% | -7.3% | +1.3% | -4.4% |
| 6M | -19.2% | -22.7% | +3.5% | -13.4% |
| YTD | +0.2% | -15.0% | +15.2% | +3.9% |
| 1Y | -1.5% | -32.2% | +30.8% | +9.1% |
| 3Y | +17.9% | +10.0% | +7.9% | +11.4% |
| 5Y | +1.9% | +85.8% | -83.9% | -19.1% |
| 10Y | +135.2% | +298.9% | -163.7% | +44.1% |
| All | +6,080.3% | +41,812.3% | -35,732.0% | +1,136.4% |
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