-72.1%
HTZ vs AMRZ
-15.9%
-56.2%
-81.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -20.8% | -3.4% | -17.4% | -19.8% |
| 7D | -7.7% | +2.5% | -10.2% | -8.0% |
| 30D | -13.1% | +14.4% | -27.5% | -15.4% |
| 3M | +14.7% | -19.2% | +33.9% | +18.9% |
| 6M | -70.6% | -19.7% | -50.9% | -69.7% |
| YTD | -65.2% | -20.2% | -45.0% | -64.1% |
| 1Y | -73.2% | -15.1% | -58.1% | -73.0% |
| All | -72.1% | -15.9% | -56.2% | -71.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AMRZ.
Daily Out/Under-Performance
Portfolio return minus AMRZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMRZ 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 AMRZ 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