-99.8%
AMIX vs HTZ
-73.1%
-26.7%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +1.3% | -3.2% | -1.9% |
| 7D | -13.7% | +7.5% | -21.2% | -13.7% |
| 30D | -62.1% | +47.4% | -109.5% | -62.1% |
| 3M | -46.2% | -54.9% | +8.7% | -43.8% |
| 6M | -46.4% | -47.0% | +0.6% | -44.3% |
| YTD | -60.3% | -55.3% | -5.0% | -58.6% |
| 1Y | -79.7% | -57.6% | -22.0% | -79.0% |
| All | -99.8% | -73.1% | -26.7% | -99.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling