+54.5%
AZN vs HTZ
-87.1%
+141.7%
-27.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -5.0% | +3.4% | -1.5% |
| 7D | -1.5% | -2.5% | +1.0% | -1.5% |
| 30D | -0.9% | -3.7% | +2.9% | -0.9% |
| 3M | -11.8% | -57.0% | +45.1% | -10.8% |
| 6M | -17.6% | -47.0% | +29.4% | -17.1% |
| YTD | -12.0% | -57.5% | +45.4% | -11.1% |
| 1Y | -0.9% | -63.5% | +62.6% | +0.2% |
| 3Y | +23.7% | -86.3% | +110.0% | +28.5% |
| 5Y | +54.5% | -86.8% | +141.3% | +61.5% |
| All | +54.5% | -87.1% | +141.7% | +61.5% |
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