+55.5%
AMZN vs HTZ
-92.6%
+148.1%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -0.6% | +3.6% | +3.0% |
| 7D | +8.7% | -16.4% | +25.1% | +10.2% |
| 30D | +1.7% | -15.1% | +16.8% | +2.8% |
| 3M | -2.8% | -28.2% | +25.4% | -0.9% |
| 6M | -2.1% | -73.1% | +70.9% | +7.5% |
| YTD | +15.6% | -68.3% | +83.9% | +23.6% |
| 1Y | +9.2% | -75.2% | +84.4% | +19.4% |
| 3Y | +89.9% | -81.1% | +171.0% | +101.1% |
| 5Y | +49.3% | -95.0% | +144.3% | +84.7% |
| All | +55.5% | -92.6% | +148.1% | +83.8% |
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