-86.8%
HTZ vs BAM
+90.3%
-177.1%
-92.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.2% | +6.2% | +3.0% | +4.5% |
| 7D | +18.9% | +14.2% | +4.7% | +7.4% |
| 30D | +26.3% | +21.0% | +5.3% | +9.2% |
| 3M | +49.7% | +5.2% | +44.5% | +44.0% |
| 6M | -61.1% | +16.0% | -77.1% | -64.8% |
| YTD | -56.0% | +6.5% | -62.5% | -57.9% |
| 1Y | -66.4% | +4.4% | -70.8% | -67.2% |
| 3Y | -75.8% | +90.0% | -165.8% | -85.5% |
| All | -86.8% | +90.3% | -177.1% | -92.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling