-94.0%
HTZ vs AGI
+334.1%
-428.1%
-95.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +2.4% | -3.0% | -1.1% |
| 7D | -16.4% | +17.4% | -33.8% | -19.2% |
| 30D | -15.1% | -0.9% | -14.2% | -15.4% |
| 3M | -28.2% | -1.6% | -26.6% | -28.4% |
| 6M | -73.1% | -24.7% | -48.4% | -72.0% |
| YTD | -68.3% | -15.3% | -53.0% | -68.0% |
| 1Y | -75.2% | +5.5% | -80.7% | -75.8% |
| 3Y | -81.1% | +154.5% | -235.6% | -84.9% |
| 5Y | -95.0% | +310.6% | -405.6% | -96.3% |
| All | -94.0% | +334.1% | -428.1% | -95.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AGI.
Daily Out/Under-Performance
Portfolio return minus AGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AGI 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 10y: compounded portfolio wealth divided by compounded AGI 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…
10y analysis · Full analysis span regression · 6 months rolling