+6.6%
AEM vs HTZ
-75.7%
+82.3%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.6% | +2.6% | +0.4% |
| 7D | -6.8% | -8.5% | +1.7% | -5.8% |
| 30D | +0.8% | -18.9% | +19.7% | +2.5% |
| 3M | -0.8% | -36.0% | +35.2% | +3.9% |
| 6M | -8.5% | -74.6% | +66.1% | +7.0% |
| YTD | +5.9% | -70.8% | +76.8% | +19.0% |
| 1Y | +6.6% | -75.3% | +81.9% | +20.7% |
| All | +6.6% | -75.7% | +82.3% | +20.7% |
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