+111.1%
AXP vs HTZ
-86.4%
+197.5%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.3% | -2.4% | -1.2% |
| 7D | -2.1% | +7.5% | -9.6% | -2.5% |
| 30D | -6.5% | +47.4% | -54.0% | -9.3% |
| 3M | +4.6% | -54.9% | +59.5% | +8.4% |
| 6M | +5.4% | -47.0% | +52.4% | +7.4% |
| YTD | -11.1% | -55.3% | +44.1% | -8.5% |
| 1Y | -0.3% | -57.6% | +57.3% | +2.2% |
| All | +111.1% | -86.4% | +197.5% | +145.0% |
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