+16.8%
AON vs HTZ
-94.4%
+111.3%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -2.6% | +4.1% | +1.5% |
| 7D | +1.0% | -8.5% | +9.6% | +1.2% |
| 30D | +23.2% | -18.9% | +42.1% | +23.7% |
| 3M | -5.0% | -36.0% | +31.0% | -4.2% |
| 6M | +9.3% | -74.6% | +83.9% | +12.6% |
| YTD | -3.4% | -70.8% | +67.4% | -1.5% |
| 1Y | -2.9% | -75.3% | +72.4% | -0.4% |
| 3Y | +3.6% | -81.6% | +85.2% | +5.7% |
| All | +16.8% | -94.4% | +111.3% | +34.7% |
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 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