+156.1%
AAPL vs HTZ
-92.5%
+248.6%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -8.4% | +7.9% | 0.0% |
| 7D | -0.7% | -14.6% | +13.9% | +0.1% |
| 30D | +1.7% | -20.8% | +22.5% | +2.8% |
| 3M | +9.7% | -18.8% | +28.5% | +10.1% |
| 6M | +19.3% | -74.7% | +94.0% | +27.2% |
| YTD | +26.3% | -68.1% | +94.4% | +31.7% |
| 1Y | +27.4% | -73.5% | +100.9% | +34.3% |
| 3Y | +93.6% | -81.8% | +175.4% | +103.6% |
| 5Y | +131.7% | -95.2% | +226.9% | +169.3% |
| All | +156.1% | -92.5% | +248.6% | +194.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling