+113.8%
ALL vs HTZ
-82.4%
+196.1%
-19.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -8.0% | +10.9% | +2.9% |
| 7D | -0.1% | -27.5% | +27.4% | 0.0% |
| 30D | +13.8% | -21.9% | +35.7% | +14.0% |
| 3M | -2.8% | -29.2% | +26.5% | -2.7% |
| 6M | +23.7% | -75.2% | +98.9% | +24.7% |
| YTD | +27.3% | -70.8% | +98.1% | +27.9% |
| 1Y | +30.5% | -76.1% | +106.7% | +31.5% |
| All | +113.8% | -82.4% | +196.1% | +109.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling