-94.4%
HTZ vs AU
+427.4%
-521.9%
-95.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -1.5% | -1.1% | -2.4% |
| 7D | -8.5% | -7.2% | -1.3% | -7.5% |
| 30D | -18.9% | -2.9% | -16.0% | -18.8% |
| 3M | -36.0% | -8.7% | -27.4% | -35.4% |
| 6M | -74.6% | -14.1% | -60.4% | -74.2% |
| YTD | -70.8% | +4.8% | -75.6% | -70.9% |
| 1Y | -75.3% | +11.9% | -87.2% | -75.5% |
| 3Y | -81.6% | +513.8% | -595.4% | -84.8% |
| 5Y | -94.4% | +379.3% | -473.7% | -95.7% |
| All | -94.4% | +427.4% | -521.9% | -95.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling