+33.9%
AAPL vs HTZ
-58.1%
+92.0%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +1.3% | -3.8% | -2.5% |
| 7D | +0.1% | +7.5% | -7.4% | -0.1% |
| 30D | +3.0% | +47.4% | -44.5% | +1.6% |
| 3M | +2.9% | -54.9% | +57.8% | +4.2% |
| 6M | +22.1% | -47.0% | +69.1% | +22.7% |
| YTD | +18.0% | -55.3% | +73.3% | +19.0% |
| 1Y | +33.9% | -57.6% | +91.6% | +35.1% |
| All | +33.9% | -58.1% | +92.0% | +35.1% |
Cumulative growth
Daily Returns
Daily percentage return beside HTZ.
Daily Out/Under-Performance
Portfolio return minus HTZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HTZ 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 1y: compounded portfolio wealth divided by compounded HTZ 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…
1y analysis · Full analysis span regression · 6 months rolling