-32.1%
BABA vs HTZ
-92.9%
+60.8%
-62.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +9.2% | -4.3% | +4.2% |
| 7D | +4.3% | +18.9% | -14.7% | +2.9% |
| 30D | -5.0% | +26.3% | -31.2% | -6.9% |
| 3M | -18.4% | +49.7% | -68.0% | -22.0% |
| 6M | -20.3% | -61.1% | +40.8% | -15.4% |
| YTD | -27.5% | -56.0% | +28.5% | -24.5% |
| 1Y | -35.3% | -66.4% | +31.1% | -31.2% |
| 3Y | +31.2% | -75.8% | +106.9% | +41.1% |
| 5Y | -32.1% | -93.1% | +61.0% | -13.9% |
| All | -32.1% | -92.9% | +60.8% | -13.9% |
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