-91.5%
HTZ vs AU
+566.6%
-658.1%
-95.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -2.3% | +3.6% | +1.7% |
| 7D | +7.5% | -3.6% | +11.1% | +8.0% |
| 30D | +47.4% | +23.9% | +23.6% | +42.9% |
| 3M | -54.9% | +19.1% | -74.0% | -56.0% |
| 6M | -47.0% | -0.2% | -46.8% | -47.6% |
| YTD | -55.3% | +32.5% | -87.7% | -56.8% |
| 1Y | -57.6% | +96.9% | -154.6% | -60.3% |
| 3Y | -86.6% | +614.7% | -701.3% | -89.2% |
| 5Y | -86.1% | +647.7% | -733.8% | -89.6% |
| All | -91.5% | +566.6% | -658.1% | -93.7% |
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