-48.2%
BABA vs HTZ
-91.9%
+43.6%
-71.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -20.8% | +23.4% | +4.1% |
| 7D | +8.6% | -7.7% | +16.3% | +8.9% |
| 30D | -1.1% | -13.1% | +12.0% | -0.5% |
| 3M | -15.9% | +14.7% | -30.7% | -18.2% |
| 6M | -17.5% | -70.6% | +53.1% | -11.0% |
| YTD | -25.6% | -65.2% | +39.6% | -21.5% |
| 1Y | -33.8% | -73.2% | +39.4% | -28.7% |
| 3Y | +34.6% | -80.8% | +115.4% | +44.2% |
| 5Y | -27.7% | -94.8% | +67.1% | -10.8% |
| All | -48.2% | -91.9% | +43.6% | -37.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling