-91.3%
AMIX vs HTZ
-72.5%
-18.9%
-93.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -20.8% | +15.2% | -6.7% |
| 7D | -25.5% | -7.7% | -17.8% | -25.5% |
| 30D | -56.2% | -13.1% | -43.1% | -56.3% |
| 3M | -87.4% | +14.7% | -102.2% | -87.1% |
| 6M | -80.9% | -70.6% | -10.3% | -79.1% |
| YTD | -86.8% | -65.2% | -21.7% | -85.6% |
| 1Y | -91.3% | -73.2% | -18.1% | -93.1% |
| All | -91.3% | -72.5% | -18.9% | -93.1% |
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