+88.7%
AMZN vs HTZ
-82.6%
+171.3%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -8.0% | +9.5% | +1.8% |
| 7D | +8.0% | -27.5% | +35.6% | +9.6% |
| 30D | +3.2% | -21.9% | +25.1% | +4.2% |
| 3M | -2.6% | -29.2% | +26.6% | -1.5% |
| 6M | -0.7% | -75.2% | +74.5% | +4.8% |
| YTD | +17.4% | -70.8% | +88.2% | +22.1% |
| 1Y | +9.0% | -76.1% | +85.2% | +14.4% |
| 3Y | +88.7% | -82.5% | +171.2% | +95.9% |
| All | +88.7% | -82.6% | +171.3% | +95.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling