+16.0%
AA vs HTZ
-60.6%
+76.6%
-54.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +9.2% | -6.4% | +1.6% |
| 7D | +0.9% | +18.9% | -18.0% | -1.4% |
| 30D | -6.4% | +26.3% | -32.7% | -9.8% |
| 3M | -13.0% | +49.7% | -62.6% | -19.6% |
| 6M | -34.6% | -61.1% | +26.5% | -25.1% |
| YTD | -23.0% | -56.0% | +33.0% | -17.4% |
| 1Y | +16.0% | -66.4% | +82.4% | +30.9% |
| All | +16.0% | -60.6% | +76.6% | +30.9% |
Cumulative growth
Daily Returns
Daily percentage return beside HTZ.
Daily Out/Under-Performance
Portfolio return minus HTZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HTZ 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 1y: compounded portfolio wealth divided by compounded HTZ 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…
1y analysis · Full analysis span regression · 6 months rolling