-6.8%
AVGO vs HTZ
-60.6%
+53.8%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +9.2% | -11.2% | -2.6% |
| 7D | -7.5% | +18.9% | -26.4% | -8.5% |
| 30D | -10.2% | +26.3% | -36.5% | -11.7% |
| 3M | -22.0% | +49.7% | -71.7% | -24.6% |
| 6M | -21.6% | -61.1% | +39.5% | -18.6% |
| YTD | -5.4% | -56.0% | +50.6% | -4.9% |
| 1Y | -6.8% | -66.4% | +59.6% | -5.6% |
| All | -6.8% | -60.6% | +53.8% | -5.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling