+105.0%
AXP vs HTZ
-92.9%
+197.9%
-31.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +9.2% | -7.0% | +1.3% |
| 7D | +4.6% | +18.9% | -14.3% | +2.9% |
| 30D | +9.7% | +26.3% | -16.5% | +7.0% |
| 3M | -3.8% | +49.7% | -53.4% | -8.7% |
| 6M | +4.8% | -61.1% | +65.9% | +11.8% |
| YTD | -9.1% | -56.0% | +46.9% | -5.2% |
| 1Y | -6.7% | -66.4% | +59.7% | -0.1% |
| 3Y | +125.2% | -75.8% | +201.0% | +138.3% |
| 5Y | +105.0% | -93.1% | +198.0% | +160.8% |
| All | +105.0% | -92.9% | +197.9% | +160.8% |
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