+131.7%
AG vs HTZ
-58.1%
+189.8%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +1.3% | -3.3% | -2.1% |
| 7D | +1.0% | +7.5% | -6.5% | +0.2% |
| 30D | +19.2% | +47.4% | -28.3% | +13.5% |
| 3M | +6.2% | -54.9% | +61.1% | +12.3% |
| 6M | -26.7% | -47.0% | +20.3% | -22.6% |
| YTD | +26.1% | -55.3% | +81.4% | +33.5% |
| 1Y | +131.7% | -57.6% | +189.3% | +154.0% |
| All | +131.7% | -58.1% | +189.8% | +154.0% |
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