-61.6%
ALB vs HTZ
-95.0%
+33.4%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.6% | +0.5% | 0.0% |
| 7D | +9.5% | -16.4% | +25.9% | +11.9% |
| 30D | -2.1% | -15.1% | +13.0% | -0.5% |
| 3M | -24.1% | -28.2% | +4.0% | -21.7% |
| 6M | -51.0% | -73.1% | +22.0% | -41.7% |
| YTD | -29.3% | -68.3% | +39.0% | -20.0% |
| 1Y | +3.2% | -75.2% | +78.4% | +21.8% |
| 3Y | -9.3% | -81.1% | +71.8% | +3.0% |
| 5Y | -61.6% | -95.0% | +33.4% | -39.7% |
| All | -61.6% | -95.0% | +33.4% | -39.7% |
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