+33.8%
AG vs HTZ
-76.0%
+109.8%
-55.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | -0.6% | +5.3% | +4.8% |
| 7D | +10.8% | -16.4% | +27.2% | +13.5% |
| 30D | -8.2% | -15.1% | +6.9% | -6.4% |
| 3M | -13.7% | -28.2% | +14.5% | -10.6% |
| 6M | -27.3% | -73.1% | +45.8% | -11.5% |
| YTD | -4.6% | -68.3% | +63.7% | +8.5% |
| All | +33.8% | -76.0% | +109.8% | +69.1% |
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