+46.1%
AON vs HTZ
-92.5%
+138.6%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -8.4% | +5.6% | -2.6% |
| 7D | +4.4% | -14.6% | +18.9% | +4.6% |
| 30D | +24.1% | -20.8% | +44.9% | +24.6% |
| 3M | -7.0% | -18.8% | +11.9% | -6.8% |
| 6M | +9.1% | -74.7% | +83.8% | +11.9% |
| YTD | -4.4% | -68.1% | +63.7% | -3.0% |
| 1Y | -0.8% | -73.5% | +72.7% | +1.2% |
| 3Y | +5.1% | -81.8% | +86.9% | +7.1% |
| 5Y | +20.4% | -95.2% | +115.6% | +28.2% |
| All | +46.1% | -92.5% | +138.6% | +57.1% |
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