+392.6%
ASX vs HTZ
-86.4%
+479.1%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.3% | -1.1% | +0.1% |
| 7D | -0.7% | +7.5% | -8.2% | -1.1% |
| 30D | +2.0% | +47.4% | -45.5% | -0.7% |
| 3M | -1.3% | -54.9% | +53.6% | +1.1% |
| 6M | +71.4% | -47.0% | +118.4% | +74.1% |
| YTD | +135.3% | -55.3% | +190.6% | +140.4% |
| 1Y | +267.5% | -57.6% | +325.1% | +274.8% |
| All | +392.6% | -86.4% | +479.1% | +456.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling