+50.6%
AMZN vs HTZ
-89.5%
+140.1%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.3% | -1.5% | -0.3% |
| 7D | -3.0% | +7.5% | -10.4% | -3.6% |
| 30D | -5.2% | +47.4% | -52.6% | -9.3% |
| 3M | +1.9% | -54.9% | +56.8% | +7.3% |
| 6M | +19.2% | -47.0% | +66.2% | +22.5% |
| YTD | +12.0% | -55.3% | +67.2% | +16.7% |
| 1Y | +9.7% | -57.6% | +67.3% | +13.5% |
| 3Y | +87.2% | -86.6% | +173.8% | +124.4% |
| 5Y | +48.7% | -86.1% | +134.8% | +88.0% |
| All | +50.6% | -89.5% | +140.1% | +73.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling