-91.5%
HTZ vs AVAV
+42.0%
-133.5%
-95.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.7% | +3.1% | +1.7% |
| 7D | +7.5% | -2.2% | +9.7% | +7.9% |
| 30D | +47.4% | -13.9% | +61.4% | +52.1% |
| 3M | -54.9% | -29.2% | -25.7% | -52.2% |
| 6M | -47.0% | -36.1% | -10.9% | -43.3% |
| YTD | -55.3% | -40.2% | -15.1% | -52.3% |
| 1Y | -57.6% | -36.2% | -21.4% | -55.8% |
| 3Y | -86.6% | +47.5% | -134.1% | -89.5% |
| 5Y | -86.1% | +39.3% | -125.4% | -88.9% |
| All | -91.5% | +42.0% | -133.5% | -93.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AVAV.
Daily Out/Under-Performance
Portfolio return minus AVAV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AVAV 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 AVAV 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