+13.0%
AUR vs HTZ
-59.8%
+72.9%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -5.0% | +7.7% | +3.2% |
| 7D | +19.2% | -2.5% | +21.7% | +19.5% |
| 30D | -7.8% | -3.7% | -4.0% | -8.0% |
| 3M | +4.0% | -57.0% | +61.0% | +11.8% |
| 6M | +45.0% | -47.0% | +92.0% | +54.1% |
| YTD | +69.5% | -57.5% | +127.0% | +82.1% |
| 1Y | +13.0% | -63.5% | +76.5% | +26.5% |
| All | +13.0% | -59.8% | +72.9% | +26.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling