-93.4%
HTZ vs AU
+441.3%
-534.7%
-95.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -20.8% | +0.7% | -21.5% | -20.9% |
| 7D | -7.7% | +4.1% | -11.8% | -8.3% |
| 30D | -13.1% | -5.3% | -7.8% | -12.6% |
| 3M | +14.7% | +0.6% | +14.2% | +14.4% |
| 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% | -73.8% |
| 3Y | -80.8% | +417.9% | -498.7% | -84.0% |
| 5Y | -94.8% | +441.9% | -536.7% | -95.9% |
| All | -93.4% | +441.3% | -534.7% | -94.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling