-17.9%
AMT vs HTZ
-94.7%
+76.9%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -20.8% | +20.3% | +0.6% |
| 7D | +4.4% | -7.7% | +12.1% | +4.6% |
| 30D | +17.7% | -13.1% | +30.8% | +18.3% |
| 3M | +16.7% | +14.7% | +1.9% | +14.6% |
| 6M | +11.1% | -70.6% | +81.7% | +16.9% |
| YTD | +13.9% | -65.2% | +79.1% | +17.9% |
| 1Y | +12.5% | -73.2% | +85.7% | +18.3% |
| 3Y | +13.2% | -80.8% | +94.0% | +19.7% |
| 5Y | -17.9% | -94.8% | +76.9% | -0.7% |
| All | -17.9% | -94.7% | +76.9% | -0.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling