+40.6%
AON vs HTZ
-89.5%
+130.1%
-25.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.3% | -2.5% | -1.2% |
| 7D | -9.1% | +7.5% | -16.6% | -9.2% |
| 30D | -10.2% | +47.4% | -57.7% | -11.2% |
| 3M | +0.5% | -54.9% | +55.4% | +1.8% |
| 6M | -4.8% | -47.0% | +42.2% | -4.4% |
| YTD | -8.0% | -55.3% | +47.3% | -7.2% |
| 1Y | -13.1% | -57.6% | +44.6% | -12.5% |
| 3Y | -1.3% | -86.6% | +85.3% | +5.6% |
| 5Y | +14.9% | -86.1% | +101.0% | +24.5% |
| All | +40.6% | -89.5% | +130.1% | +50.4% |
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