-16.8%
AVGO vs HTZ
-75.3%
+58.5%
-39.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -8.4% | +9.1% | +1.4% |
| 7D | -9.9% | -14.6% | +4.7% | -8.6% |
| 30D | -22.0% | -20.8% | -1.2% | -20.6% |
| 3M | -30.0% | -18.8% | -11.2% | -29.2% |
| 6M | -30.7% | -74.7% | +44.0% | -25.7% |
| YTD | -14.7% | -68.1% | +53.4% | -12.1% |
| 1Y | -16.8% | -73.5% | +56.7% | -14.3% |
| All | -16.8% | -75.3% | +58.5% | -14.3% |
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