-63.4%
ALB vs HTZ
-94.4%
+31.1%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -2.6% | +1.2% | -1.0% |
| 7D | -5.8% | -8.5% | +2.8% | -4.4% |
| 30D | -4.5% | -18.9% | +14.4% | -2.3% |
| 3M | -28.1% | -36.0% | +8.0% | -23.7% |
| 6M | -53.2% | -74.6% | +21.4% | -43.8% |
| YTD | -33.3% | -70.8% | +37.5% | -23.5% |
| 1Y | -17.4% | -75.3% | +57.9% | -2.6% |
| 3Y | -14.1% | -81.6% | +67.4% | -2.7% |
| All | -63.4% | -94.4% | +31.1% | -42.6% |
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