-59.5%
ACHR vs HTZ
-93.2%
+33.6%
-84.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -2.6% | -4.3% | -6.3% |
| 7D | -9.2% | -8.5% | -0.7% | -7.3% |
| 30D | -1.0% | -18.9% | +17.9% | +2.6% |
| 3M | -42.2% | -36.0% | -6.1% | -37.0% |
| 6M | -38.2% | -74.6% | +36.4% | -20.1% |
| YTD | -46.4% | -70.8% | +24.4% | -35.1% |
| 1Y | -49.4% | -75.3% | +25.9% | -36.0% |
| 3Y | -22.5% | -81.6% | +59.1% | -13.4% |
| 5Y | -29.8% | -94.4% | +64.6% | +10.7% |
| All | -59.5% | -93.2% | +33.6% | -36.1% |
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