-73.5%
HTZ vs AGI
+2.1%
-75.6%
-80.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.4% | +2.4% | -10.8% | -9.0% |
| 7D | -14.6% | +16.0% | -30.5% | -18.5% |
| 30D | -20.8% | +1.0% | -21.7% | -21.8% |
| 3M | -18.8% | +2.5% | -21.3% | -20.0% |
| 6M | -74.7% | -24.0% | -50.7% | -73.7% |
| YTD | -68.1% | -17.2% | -50.9% | -68.7% |
| 1Y | -73.5% | +4.9% | -78.4% | -75.4% |
| All | -73.5% | +2.1% | -75.6% | -75.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling