+27.2%
B vs HTZ
-75.3%
+102.5%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -8.4% | +8.9% | +1.5% |
| 7D | +9.6% | -14.6% | +24.2% | +11.1% |
| 30D | +3.5% | -20.8% | +24.3% | +5.7% |
| 3M | -1.6% | -18.8% | +17.2% | -0.7% |
| 6M | -1.7% | -74.7% | +73.0% | +13.7% |
| YTD | -5.3% | -68.1% | +62.8% | +5.6% |
| 1Y | +27.2% | -73.5% | +100.7% | +42.0% |
| All | +27.2% | -75.3% | +102.5% | +42.0% |
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