-57.6%
HTZ vs AU
+100.5%
-158.1%
-80.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -2.3% | +3.6% | +2.1% |
| 7D | +7.5% | -3.6% | +11.1% | +8.7% |
| 30D | +47.4% | +23.9% | +23.6% | +37.5% |
| 3M | -54.9% | +19.1% | -74.0% | -57.6% |
| 6M | -47.0% | -0.2% | -46.8% | -49.6% |
| YTD | -55.3% | +32.5% | -87.7% | -57.3% |
| 1Y | -57.6% | +96.9% | -154.6% | -54.6% |
| All | -57.6% | +100.5% | -158.1% | -54.6% |
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