+282.0%
AEM vs HTZ
-89.5%
+371.5%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.3% | -2.5% | -1.2% |
| 7D | -0.5% | +7.5% | -8.0% | -0.9% |
| 30D | +24.0% | +47.4% | -23.4% | +21.2% |
| 3M | +16.1% | -54.9% | +71.0% | +19.0% |
| 6M | -11.6% | -47.0% | +35.4% | -9.9% |
| YTD | +21.5% | -55.3% | +76.8% | +24.4% |
| 1Y | +39.2% | -57.6% | +96.8% | +42.3% |
| 3Y | +347.4% | -86.6% | +434.0% | +371.8% |
| 5Y | +290.1% | -86.1% | +376.3% | +305.1% |
| All | +282.0% | -89.5% | +371.5% | +309.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling