+75.8%
HST vs AZO
+85.0%
-9.2%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.0% | +1.5% | +0.7% |
| 7D | +0.7% | -2.9% | +3.6% | +1.3% |
| 30D | -0.7% | -5.3% | +4.6% | +0.5% |
| 3M | -4.0% | -7.3% | +3.3% | -2.6% |
| 6M | +20.7% | -22.7% | +43.4% | +27.4% |
| YTD | +31.0% | -15.0% | +46.1% | +34.8% |
| 1Y | +36.2% | -32.2% | +68.5% | +48.3% |
| 3Y | +66.6% | +10.0% | +56.6% | +54.6% |
| 5Y | +75.8% | +85.8% | -10.0% | +37.9% |
| All | +75.8% | +85.0% | -9.2% | +37.9% |
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