+162.3%
AAPL vs HTZ
-92.6%
+254.9%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -0.6% | +3.0% | +2.5% |
| 7D | +3.7% | -16.4% | +20.1% | +4.6% |
| 30D | +4.2% | -15.1% | +19.3% | +4.9% |
| 3M | +12.0% | -28.2% | +40.2% | +13.4% |
| 6M | +19.8% | -73.1% | +92.8% | +27.2% |
| YTD | +29.3% | -68.3% | +97.6% | +35.0% |
| 1Y | +31.1% | -75.2% | +106.3% | +38.9% |
| 3Y | +94.9% | -81.1% | +176.0% | +103.7% |
| 5Y | +138.1% | -95.0% | +233.1% | +176.9% |
| All | +162.3% | -92.6% | +254.9% | +201.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling