-57.6%
HTZ vs AZO
-28.9%
-28.8%
-80.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.5% | +0.8% | +1.2% |
| 7D | +7.5% | +0.7% | +6.8% | +7.2% |
| 30D | +47.4% | -2.7% | +50.1% | +48.8% |
| 3M | -54.9% | -3.2% | -51.7% | -54.6% |
| 6M | -47.0% | -19.7% | -27.3% | -43.0% |
| YTD | -55.3% | -12.0% | -43.2% | -52.7% |
| 1Y | -57.6% | -29.5% | -28.1% | -55.6% |
| All | -57.6% | -28.9% | -28.8% | -55.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AZO.
Daily Out/Under-Performance
Portfolio return minus AZO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AZO 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 1y: compounded portfolio wealth divided by compounded AZO 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…
1y analysis · Full analysis span regression · 6 months rolling