-57.6%
HTZ vs AEIS
+93.3%
-151.0%
-80.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +2.4% | -1.1% | +0.7% |
| 7D | +7.5% | +3.0% | +4.5% | +6.7% |
| 30D | +47.4% | -14.6% | +62.1% | +53.1% |
| 3M | -54.9% | -12.4% | -42.5% | -53.9% |
| 6M | -47.0% | -15.0% | -32.0% | -46.0% |
| YTD | -55.3% | +34.3% | -89.5% | -56.3% |
| 1Y | -57.6% | +87.4% | -145.0% | -63.8% |
| All | -57.6% | +93.3% | -151.0% | -63.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AEIS.
Daily Out/Under-Performance
Portfolio return minus AEIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEIS 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 AEIS 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