-86.5%
HTZ vs BAM
+78.0%
-164.5%
-92.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.6% | +0.7% | +0.9% |
| 7D | +7.5% | -2.0% | +9.4% | +9.0% |
| 30D | +47.4% | -2.9% | +50.4% | +50.6% |
| 3M | -54.9% | +9.4% | -64.3% | -57.1% |
| 6M | -47.0% | +10.8% | -57.8% | -50.1% |
| YTD | -55.3% | -0.4% | -54.8% | -54.9% |
| 1Y | -57.6% | -10.9% | -46.8% | -54.2% |
| 3Y | -86.6% | +61.3% | -147.9% | -91.1% |
| All | -86.5% | +78.0% | -164.5% | -91.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BAM.
Daily Out/Under-Performance
Portfolio return minus BAM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BAM 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 BAM 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