-80.2%
HTZ vs AU
+424.0%
-504.1%
-85.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -20.8% | +0.7% | -21.5% | -20.9% |
| 7D | -7.7% | +4.1% | -11.8% | -8.5% |
| 30D | -13.1% | -5.3% | -7.8% | -12.5% |
| 3M | +14.7% | +0.6% | +14.2% | +14.3% |
| 6M | -70.6% | -0.8% | -69.8% | -70.6% |
| YTD | -65.2% | +7.6% | -72.7% | -65.4% |
| 1Y | -73.2% | +38.2% | -111.4% | -73.7% |
| All | -80.2% | +424.0% | -504.1% | -85.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling