-91.6%
AMIX vs HTZ
-60.6%
-30.9%
-93.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +9.2% | -12.2% | -2.4% |
| 7D | -25.1% | +18.9% | -44.1% | -24.2% |
| 30D | -54.5% | +26.3% | -80.8% | -53.6% |
| 3M | -91.7% | +49.7% | -141.4% | -91.4% |
| 6M | -79.4% | -61.1% | -18.3% | -77.2% |
| YTD | -86.1% | -56.0% | -30.0% | -84.6% |
| 1Y | -91.6% | -66.4% | -25.1% | -93.4% |
| All | -91.6% | -60.6% | -30.9% | -93.4% |
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