+504.3%
ASX vs HTZ
-89.7%
+594.0%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +9.2% | -13.1% | -4.7% |
| 7D | -14.6% | +18.9% | -33.5% | -15.8% |
| 30D | -21.1% | +26.3% | -47.3% | -22.8% |
| 3M | -3.1% | +49.7% | -52.7% | -7.5% |
| 6M | +17.4% | -61.1% | +78.5% | +23.5% |
| YTD | +135.3% | -56.0% | +191.4% | +143.3% |
| 1Y | +146.5% | -66.4% | +212.9% | +159.9% |
| 3Y | +403.1% | -75.8% | +478.9% | +425.8% |
| 5Y | +551.7% | -93.1% | +644.8% | +662.2% |
| All | +504.3% | -89.7% | +594.0% | +635.2% |
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