+143.3%
AAPL vs HTZ
-94.4%
+237.8%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -2.6% | +3.0% | +0.6% |
| 7D | +4.1% | -8.5% | +12.7% | +4.7% |
| 30D | +4.0% | -18.9% | +22.9% | +5.0% |
| 3M | +16.8% | -36.0% | +52.8% | +19.5% |
| 6M | +19.4% | -74.6% | +94.0% | +27.9% |
| YTD | +31.5% | -70.8% | +102.3% | +38.3% |
| 1Y | +31.0% | -75.3% | +106.3% | +39.3% |
| 3Y | +95.3% | -81.6% | +176.9% | +106.4% |
| All | +143.3% | -94.4% | +237.8% | +207.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling