+261.9%
AMD vs HTZ
-81.0%
+342.8%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -17.3% | -20.8% | +3.5% | -15.8% |
| 7D | -28.6% | -7.7% | -20.9% | -28.0% |
| 30D | -37.7% | -13.1% | -24.6% | -37.1% |
| 3M | -16.1% | +14.7% | -30.9% | -17.0% |
| 6M | +13.8% | -70.6% | +84.4% | +19.9% |
| YTD | +88.8% | -65.2% | +154.0% | +96.5% |
| 1Y | +57.8% | -73.2% | +130.9% | +65.5% |
| All | +261.9% | -81.0% | +342.8% | +282.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling