-14.8%
AA vs HTZ
-95.4%
+80.6%
-75.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -8.4% | +11.3% | +4.4% |
| 7D | +0.9% | -14.6% | +15.5% | +3.3% |
| 30D | -6.7% | -20.8% | +14.1% | -3.6% |
| 3M | -16.3% | -18.8% | +2.5% | -15.1% |
| 6M | -37.1% | -74.7% | +37.6% | -23.2% |
| YTD | -25.0% | -68.1% | +43.1% | -14.0% |
| 1Y | +8.6% | -73.5% | +82.1% | +28.6% |
| 3Y | +57.2% | -81.8% | +139.1% | +81.7% |
| All | -14.8% | -95.4% | +80.6% | +47.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling