-64.2%
HTZ vs AMRZ
-13.6%
-50.6%
-81.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.4% | +1.8% | +1.4% |
| 7D | +7.5% | -1.9% | +9.4% | +7.8% |
| 30D | +47.4% | -16.9% | +64.4% | +51.8% |
| 3M | -54.9% | -19.2% | -35.7% | -53.4% |
| 6M | -47.0% | -29.3% | -17.7% | -42.6% |
| YTD | -55.3% | -18.0% | -37.3% | -54.2% |
| 1Y | -57.6% | -15.1% | -42.6% | -57.7% |
| All | -64.2% | -13.6% | -50.6% | -63.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling