-74.9%
HTZ vs AEIS
+133.2%
-208.1%
-85.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.2% | -11.1% | +20.3% | +12.7% |
| 7D | +18.9% | -12.7% | +31.6% | +23.3% |
| 30D | +26.3% | -28.8% | +55.1% | +39.6% |
| 3M | +49.7% | -38.0% | +87.7% | +72.3% |
| 6M | -61.1% | -45.3% | -15.8% | -54.1% |
| YTD | -56.0% | +1.1% | -57.2% | -59.8% |
| 1Y | -66.4% | +8.6% | -75.0% | -70.4% |
| All | -74.9% | +133.2% | -208.1% | -86.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling