-74.3%
HTZ vs AEIS
+6.8%
-81.1%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.3% | +4.5% | +4.9% | +8.1% |
| 7D | -27.4% | +9.5% | -36.9% | -28.9% |
| 30D | -11.4% | -17.5% | +6.2% | -7.1% |
| 3M | -33.1% | -29.3% | -3.8% | -26.7% |
| 6M | -73.5% | -34.7% | -38.8% | -70.6% |
| YTD | -68.1% | +10.7% | -78.8% | -73.1% |
| 1Y | -74.3% | +7.4% | -81.7% | -78.1% |
| All | -74.3% | +6.8% | -81.1% | -78.1% |
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