+157.6%
B vs HTZ
-85.9%
+243.5%
-47.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +1.3% | -3.5% | -2.3% |
| 7D | -1.6% | +7.5% | -9.1% | -1.9% |
| 30D | +9.4% | +47.4% | -38.0% | +7.4% |
| 3M | +5.0% | -54.9% | +59.9% | +7.1% |
| 6M | -3.5% | -47.0% | +43.5% | -2.0% |
| YTD | +4.5% | -55.3% | +59.7% | +6.4% |
| 1Y | +67.8% | -57.6% | +125.4% | +70.8% |
| 3Y | +196.7% | -86.6% | +283.3% | +208.8% |
| All | +157.6% | -85.9% | +243.5% | +165.1% |
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