-66.4%
HTZ vs AU
+42.5%
-108.9%
-80.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.2% | +8.0% | +1.2% | +6.1% |
| 7D | +18.9% | +0.8% | +18.2% | +18.5% |
| 30D | +26.3% | -7.0% | +33.2% | +28.9% |
| 3M | +49.7% | +8.5% | +41.1% | +42.9% |
| 6M | -61.1% | -1.3% | -59.8% | -61.5% |
| YTD | -56.0% | +6.8% | -62.8% | -58.0% |
| 1Y | -66.4% | +44.6% | -111.0% | -69.8% |
| All | -66.4% | +42.5% | -108.9% | -69.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AU.
Daily Out/Under-Performance
Portfolio return minus AU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AU 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 AU 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