-86.4%
HTZ vs AZO
+95.0%
-181.4%
-95.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.5% | +0.8% | +1.1% |
| 7D | +7.5% | +0.7% | +6.8% | +7.2% |
| 30D | +47.4% | -2.7% | +50.1% | +49.3% |
| 3M | -54.9% | -3.2% | -51.7% | -54.6% |
| 6M | -47.0% | -19.7% | -27.3% | -42.2% |
| YTD | -55.3% | -12.0% | -43.2% | -53.3% |
| 1Y | -57.6% | -29.5% | -28.1% | -51.7% |
| 3Y | -86.6% | +17.3% | -103.9% | -88.4% |
| All | -86.4% | +95.0% | -181.4% | -89.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling