+139.3%
AAPL vs HTZ
-89.5%
+228.9%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +1.3% | -3.8% | -2.6% |
| 7D | +0.1% | +7.5% | -7.4% | -0.4% |
| 30D | +3.0% | +47.4% | -44.5% | -0.1% |
| 3M | +2.9% | -54.9% | +57.8% | +6.4% |
| 6M | +22.1% | -47.0% | +69.1% | +24.1% |
| YTD | +18.0% | -55.3% | +73.3% | +21.1% |
| 1Y | +33.9% | -57.6% | +91.6% | +36.8% |
| 3Y | +71.2% | -86.6% | +157.8% | +94.2% |
| 5Y | +112.6% | -86.1% | +198.7% | +143.0% |
| All | +139.3% | -89.5% | +228.9% | +170.5% |
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 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