+53.3%
AMZN vs HTZ
-93.6%
+146.9%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +9.3% | -11.1% | -2.6% |
| 7D | +0.1% | -27.4% | +27.5% | +2.9% |
| 30D | +2.6% | -11.4% | +13.9% | +3.3% |
| 3M | -2.2% | -33.1% | +30.8% | +0.6% |
| 6M | -1.0% | -73.5% | +72.5% | +10.1% |
| YTD | +15.3% | -68.1% | +83.4% | +24.0% |
| 1Y | +6.9% | -74.3% | +81.1% | +17.6% |
| 3Y | +85.4% | -80.9% | +166.3% | +100.6% |
| 5Y | +53.3% | -93.8% | +147.1% | +115.5% |
| All | +53.3% | -93.6% | +146.9% | +115.5% |
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