-66.4%
HTZ vs AEIS
+6.2%
-72.7%
-80.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.2% | -11.1% | +20.3% | +11.8% |
| 7D | +18.9% | -12.7% | +31.6% | +22.2% |
| 30D | +26.3% | -28.8% | +55.1% | +36.8% |
| 3M | +49.7% | -38.0% | +87.7% | +68.0% |
| 6M | -61.1% | -45.3% | -15.8% | -55.4% |
| YTD | -56.0% | +1.1% | -57.2% | -58.8% |
| 1Y | -66.4% | +8.6% | -75.0% | -69.3% |
| All | -66.4% | +6.2% | -72.7% | -69.3% |
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