+13.4%
AA vs HTZ
-93.2%
+106.6%
-75.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -2.6% | +0.8% | -1.3% |
| 7D | +0.5% | -8.5% | +9.0% | +2.0% |
| 30D | -0.6% | -18.9% | +18.3% | +2.1% |
| 3M | -19.7% | -36.0% | +16.4% | -14.4% |
| 6M | -41.6% | -74.6% | +33.0% | -29.4% |
| YTD | -24.6% | -70.8% | +46.2% | -12.8% |
| 1Y | +4.9% | -75.3% | +80.2% | +24.7% |
| 3Y | +66.8% | -81.6% | +148.4% | +84.6% |
| 5Y | -19.4% | -94.4% | +75.0% | +16.9% |
| All | +13.4% | -93.2% | +106.6% | +67.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling