+44.6%
AZN vs HTZ
-90.6%
+135.1%
-27.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -5.3% | +3.3% | -1.8% |
| 7D | -2.9% | -10.4% | +7.5% | -2.7% |
| 30D | -3.1% | -2.4% | -0.7% | -3.1% |
| 3M | -14.4% | -60.9% | +46.4% | -13.1% |
| 6M | -19.5% | -50.2% | +30.7% | -18.8% |
| YTD | -13.8% | -59.7% | +46.0% | -12.7% |
| 1Y | -2.4% | -66.0% | +63.6% | -1.1% |
| 3Y | +21.3% | -87.1% | +108.3% | +26.3% |
| 5Y | +53.6% | -86.9% | +140.5% | +55.5% |
| All | +44.6% | -90.6% | +135.1% | +52.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling