-73.5%
HTZ vs AZO
-11.4%
-62.1%
-80.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.4% | -2.8% | -5.6% | -7.5% |
| 7D | -14.6% | +1.5% | -16.1% | -14.7% |
| 30D | -20.8% | +13.0% | -33.8% | -23.0% |
| 3M | -18.8% | +4.8% | -23.6% | -19.7% |
| 6M | -74.7% | -9.2% | -65.5% | -73.9% |
| YTD | -68.1% | -5.2% | -62.9% | -66.1% |
| 1Y | -73.5% | -12.4% | -61.0% | -73.4% |
| All | -73.5% | -11.4% | -62.1% | -73.4% |
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