+87.4%
BAC vs HTZ
-82.6%
+170.0%
-27.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -8.4% | +7.7% | -0.3% |
| 7D | -1.2% | -14.6% | +13.4% | -0.5% |
| 30D | -7.7% | -20.8% | +13.1% | -6.8% |
| 3M | -21.2% | -18.8% | -2.3% | -20.7% |
| 6M | -6.8% | -74.7% | +67.8% | -2.0% |
| YTD | -8.7% | -68.1% | +59.4% | -5.5% |
| 1Y | -5.3% | -73.5% | +68.2% | -1.2% |
| 3Y | +87.4% | -81.8% | +169.3% | +107.5% |
| All | +87.4% | -82.6% | +170.0% | +107.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling