+9.4%
AZN vs HTZ
-76.0%
+85.3%
-25.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.6% | +2.2% | +1.6% |
| 7D | +1.5% | -16.4% | +17.9% | +1.9% |
| 30D | +19.0% | -15.1% | +34.1% | +19.4% |
| 3M | +17.3% | -28.2% | +45.5% | +18.1% |
| 6M | +3.6% | -73.1% | +76.6% | +7.3% |
| YTD | +4.1% | -68.3% | +72.4% | +6.9% |
| All | +9.4% | -76.0% | +85.3% | +14.2% |
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 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