-16.9%
BA vs HTZ
-92.9%
+76.0%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +9.2% | -7.0% | +1.3% |
| 7D | +5.9% | +18.9% | -13.0% | +4.2% |
| 30D | -8.2% | +26.3% | -34.4% | -10.4% |
| 3M | -25.4% | +49.7% | -75.0% | -29.2% |
| 6M | -20.0% | -61.1% | +41.1% | -14.5% |
| YTD | -18.5% | -56.0% | +37.6% | -14.9% |
| 1Y | -10.6% | -66.4% | +55.8% | -4.2% |
| 3Y | -9.3% | -75.8% | +66.5% | -3.7% |
| 5Y | -16.9% | -93.1% | +76.2% | +11.5% |
| All | -16.9% | -92.9% | +76.0% | +11.5% |
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