-42.9%
ACHR vs HTZ
-85.9%
+43.0%
-84.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.3% | -2.2% | -1.2% |
| 7D | -0.7% | +7.5% | -8.2% | -2.5% |
| 30D | +9.8% | +47.4% | -37.6% | -4.0% |
| 3M | -10.5% | -54.9% | +44.4% | +2.8% |
| 6M | -15.5% | -47.0% | +31.5% | -9.5% |
| YTD | -24.1% | -55.3% | +31.2% | -15.2% |
| 1Y | -32.4% | -57.6% | +25.2% | -27.2% |
| 3Y | -11.6% | -86.6% | +75.0% | +26.8% |
| All | -42.9% | -85.9% | +43.0% | -17.3% |
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