-31.3%
BABA vs HTZ
-85.9%
+54.6%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.3% | 0.0% | +1.2% |
| 7D | -4.8% | +7.5% | -12.2% | -5.3% |
| 30D | -11.9% | +47.4% | -59.3% | -15.2% |
| 3M | -9.3% | -54.9% | +45.6% | -5.1% |
| 6M | -14.2% | -47.0% | +32.8% | -11.8% |
| YTD | -22.0% | -55.3% | +33.2% | -18.9% |
| 1Y | -12.7% | -57.6% | +44.9% | -9.7% |
| 3Y | +26.7% | -86.6% | +113.3% | +49.9% |
| All | -31.3% | -85.9% | +54.6% | -22.7% |
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