+415.3%
ASX vs HTZ
-95.4%
+510.7%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | -8.4% | +14.8% | +7.2% |
| 7D | -19.9% | -14.6% | -5.3% | -18.5% |
| 30D | -30.9% | -20.8% | -10.1% | -29.3% |
| 3M | -15.1% | -18.8% | +3.7% | -14.0% |
| 6M | -6.5% | -74.7% | +68.2% | +3.2% |
| YTD | +98.4% | -68.1% | +166.5% | +112.6% |
| 1Y | +107.9% | -73.5% | +181.3% | +126.0% |
| 3Y | +325.3% | -81.8% | +407.1% | +365.9% |
| All | +415.3% | -95.4% | +510.7% | +581.4% |
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 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