-86.5%
HTZ vs AU
+625.0%
-711.5%
-91.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -2.3% | +3.6% | +1.8% |
| 7D | +7.5% | -3.6% | +11.1% | +8.2% |
| 30D | +47.4% | +23.9% | +23.6% | +41.1% |
| 3M | -54.9% | +19.1% | -74.0% | -56.5% |
| 6M | -47.0% | -0.2% | -46.8% | -48.0% |
| YTD | -55.3% | +32.5% | -87.7% | -57.4% |
| 1Y | -57.6% | +96.9% | -154.6% | -61.2% |
| All | -86.5% | +625.0% | -711.5% | -91.5% |
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