+55.4%
AMZN vs HTZ
-93.2%
+148.5%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.6% | +2.3% | -0.1% |
| 7D | +2.8% | -8.5% | +11.4% | +3.5% |
| 30D | +5.0% | -18.9% | +23.9% | +6.4% |
| 3M | +0.6% | -36.0% | +36.6% | +3.9% |
| 6M | -1.3% | -74.6% | +73.3% | +8.8% |
| YTD | +15.5% | -70.8% | +86.3% | +24.2% |
| 1Y | +12.2% | -75.3% | +87.5% | +22.5% |
| 3Y | +87.0% | -81.6% | +168.6% | +96.8% |
| 5Y | +51.3% | -94.4% | +145.7% | +89.1% |
| All | +55.4% | -93.2% | +148.5% | +84.7% |
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 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