-93.1%
HTZ vs AEIS
+127.0%
-220.0%
-95.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.2% | -11.1% | +20.3% | +13.5% |
| 7D | +18.9% | -12.7% | +31.6% | +24.3% |
| 30D | +26.3% | -28.8% | +55.1% | +42.6% |
| 3M | +49.7% | -38.0% | +87.7% | +77.1% |
| 6M | -61.1% | -45.3% | -15.8% | -52.8% |
| YTD | -56.0% | +1.1% | -57.2% | -60.8% |
| 1Y | -66.4% | +8.6% | -75.0% | -71.4% |
| 3Y | -75.8% | +132.5% | -208.3% | -87.4% |
| 5Y | -93.1% | +129.0% | -222.1% | -96.8% |
| All | -93.1% | +127.0% | -220.0% | -96.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling