+26.0%
AG vs HTZ
-77.9%
+103.9%
-55.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | -8.0% | +2.1% | -4.6% |
| 7D | +6.0% | -27.5% | +33.5% | +11.0% |
| 30D | -13.5% | -21.9% | +8.3% | -10.7% |
| 3M | -20.7% | -29.2% | +8.6% | -17.6% |
| 6M | -31.5% | -75.2% | +43.7% | -15.5% |
| YTD | -10.1% | -70.8% | +60.7% | +3.5% |
| 1Y | +26.0% | -76.1% | +102.1% | +61.3% |
| All | +26.0% | -77.9% | +103.9% | +61.3% |
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