-86.5%
HTZ vs AGI
+205.7%
-292.3%
-91.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.9% | +3.2% | +1.8% |
| 7D | +7.5% | +0.6% | +6.9% | +7.3% |
| 30D | +47.4% | +18.2% | +29.2% | +42.2% |
| 3M | -54.9% | -4.1% | -50.8% | -55.1% |
| 6M | -47.0% | -28.7% | -18.3% | -44.8% |
| YTD | -55.3% | -4.0% | -51.3% | -55.9% |
| 1Y | -57.6% | +17.4% | -75.1% | -59.6% |
| All | -86.5% | +205.7% | -292.3% | -91.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling