-80.2%
HTZ vs AMP
+57.0%
-137.2%
-85.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -20.8% | -3.4% | -17.4% | -18.6% |
| 7D | -7.7% | +2.3% | -10.0% | -8.3% |
| 30D | -13.1% | +2.6% | -15.7% | -14.0% |
| 3M | +14.7% | -9.2% | +24.0% | +21.9% |
| 6M | -70.6% | +7.6% | -78.2% | -72.0% |
| YTD | -65.2% | +4.9% | -70.1% | -66.5% |
| 1Y | -73.2% | +12.4% | -85.6% | -75.4% |
| All | -80.2% | +57.0% | -137.2% | -90.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AMP.
Daily Out/Under-Performance
Portfolio return minus AMP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMP 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 AMP 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