-86.4%
HTZ vs AVTR
-64.3%
-22.1%
-95.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.4% | +2.8% | +1.8% |
| 7D | +7.5% | +2.7% | +4.8% | +6.4% |
| 30D | +47.4% | +12.1% | +35.4% | +41.6% |
| 3M | -54.9% | +57.2% | -112.1% | -62.7% |
| 6M | -47.0% | +73.1% | -120.1% | -57.9% |
| YTD | -55.3% | +30.6% | -85.9% | -60.7% |
| 1Y | -57.6% | +13.5% | -71.1% | -62.0% |
| 3Y | -86.6% | -31.0% | -55.6% | -85.8% |
| All | -86.4% | -64.3% | -22.1% | -80.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AVTR.
Daily Out/Under-Performance
Portfolio return minus AVTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AVTR 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 5y: compounded portfolio wealth divided by compounded AVTR 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…
5y analysis · Full analysis span regression · 6 months rolling