+53.4%
AZN vs HTZ
-82.6%
+136.0%
-27.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -8.4% | +8.2% | -0.1% |
| 7D | -0.1% | -14.6% | +14.5% | +0.1% |
| 30D | +16.4% | -20.8% | +37.2% | +16.8% |
| 3M | +15.7% | -18.8% | +34.6% | +15.9% |
| 6M | +0.8% | -74.7% | +75.5% | +2.3% |
| YTD | +2.5% | -68.1% | +70.5% | +3.5% |
| 1Y | +12.4% | -73.5% | +85.9% | +13.7% |
| 3Y | +53.4% | -81.8% | +135.3% | +57.4% |
| All | +53.4% | -82.6% | +136.0% | +57.4% |
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