+378.8%
ASX vs HTZ
-91.9%
+470.7%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -20.8% | -20.8% | 0.0% | -18.9% |
| 7D | -33.3% | -7.7% | -25.6% | -32.6% |
| 30D | -36.5% | -13.1% | -23.4% | -35.6% |
| 3M | -19.2% | +14.7% | -33.9% | -20.8% |
| 6M | -10.2% | -70.6% | +60.4% | -2.9% |
| YTD | +86.5% | -65.2% | +151.6% | +97.3% |
| 1Y | +89.6% | -73.2% | +162.8% | +104.5% |
| 3Y | +298.6% | -80.8% | +379.4% | +326.5% |
| 5Y | +414.3% | -94.8% | +509.0% | +515.9% |
| All | +378.8% | -91.9% | +470.7% | +496.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling