+2,847.7%
HPQ vs AZO
+41,812.3%
-38,964.6%
-82.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.0% | +2.1% | +1.3% |
| 7D | +3.5% | -2.9% | +6.4% | +4.3% |
| 30D | +13.7% | -5.3% | +19.0% | +15.4% |
| 3M | +33.9% | -7.3% | +41.2% | +36.5% |
| 6M | +80.9% | -22.7% | +103.6% | +93.4% |
| YTD | +52.6% | -15.0% | +67.6% | +58.3% |
| 1Y | +21.2% | -32.2% | +53.5% | +33.5% |
| 3Y | +26.9% | +10.0% | +16.9% | +19.9% |
| 5Y | +41.1% | +85.8% | -44.7% | +14.2% |
| 10Y | +229.6% | +298.9% | -69.3% | +113.5% |
| All | +2,847.7% | +41,812.3% | -38,964.6% | +519.6% |
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