+10.6%
AFRM vs HTZ
-89.7%
+100.3%
-94.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | +9.2% | -4.1% | +2.3% |
| 7D | +3.1% | +18.9% | -15.9% | -2.1% |
| 30D | +1.1% | +26.3% | -25.1% | -6.6% |
| 3M | -3.2% | +49.7% | -52.9% | -19.2% |
| 6M | +12.7% | -61.1% | +73.8% | +34.7% |
| YTD | +1.6% | -56.0% | +57.6% | +12.1% |
| 1Y | +5.9% | -66.4% | +72.3% | +28.9% |
| 3Y | +237.0% | -75.8% | +312.8% | +265.2% |
| 5Y | -55.1% | -93.1% | +37.9% | +9.6% |
| All | +10.6% | -89.7% | +100.3% | +99.8% |
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