-81.1%
HTZ vs AZO
+22.2%
-103.3%
-85.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.1% | -1.7% | -1.0% |
| 7D | -16.4% | -0.1% | -16.4% | -16.3% |
| 30D | -15.1% | +10.6% | -25.7% | -17.7% |
| 3M | -28.2% | +4.0% | -32.2% | -29.1% |
| 6M | -73.1% | -7.0% | -66.1% | -72.5% |
| YTD | -68.3% | -4.1% | -64.2% | -67.9% |
| 1Y | -75.2% | -12.6% | -62.7% | -74.3% |
| 3Y | -81.1% | +21.4% | -102.5% | -83.5% |
| All | -81.1% | +22.2% | -103.3% | -83.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling