+411.8%
AMD vs HTZ
-89.5%
+501.4%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +1.3% | +3.4% | +4.5% |
| 7D | +2.6% | +7.5% | -4.9% | +1.7% |
| 30D | -0.9% | +47.4% | -48.4% | -6.7% |
| 3M | -8.7% | -54.9% | +46.2% | -2.3% |
| 6M | +136.3% | -47.0% | +183.3% | +145.6% |
| YTD | +123.0% | -55.3% | +178.2% | +136.0% |
| 1Y | +195.2% | -57.6% | +252.8% | +208.4% |
| 3Y | +336.3% | -86.6% | +422.9% | +462.7% |
| 5Y | +334.5% | -86.1% | +420.6% | +470.8% |
| All | +411.8% | -89.5% | +501.4% | +622.6% |
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 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