-93.4%
HTZ vs AZO
+120.9%
-214.3%
-95.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -20.8% | -0.5% | -20.3% | -20.6% |
| 7D | -7.7% | +5.5% | -13.2% | -9.7% |
| 30D | -13.1% | +14.2% | -27.3% | -17.8% |
| 3M | +14.7% | +7.9% | +6.8% | +11.2% |
| 6M | -70.6% | -6.6% | -64.1% | -70.0% |
| YTD | -65.2% | -2.4% | -62.7% | -65.2% |
| 1Y | -73.2% | -9.6% | -63.5% | -72.5% |
| 3Y | -80.8% | +28.5% | -109.3% | -84.0% |
| 5Y | -94.8% | +82.0% | -176.8% | -96.4% |
| All | -93.4% | +120.9% | -214.3% | -96.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling