+570.0%
AVGO vs HTZ
-94.4%
+664.5%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | -2.6% | -2.2% | -4.6% |
| 7D | +18.2% | -8.5% | +26.7% | +18.8% |
| 30D | +0.2% | -18.9% | +19.1% | +1.5% |
| 3M | -16.8% | -36.0% | +19.2% | -14.6% |
| 6M | -16.5% | -74.6% | +58.1% | -10.6% |
| YTD | +0.8% | -70.8% | +71.6% | +6.1% |
| 1Y | +2.8% | -75.3% | +78.1% | +9.2% |
| 3Y | +278.5% | -81.6% | +360.1% | +299.3% |
| All | +570.0% | -94.4% | +664.5% | +754.7% |
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