+48.0%
BAX vs HTZ
-60.6%
+108.6%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +9.2% | -5.2% | +3.6% |
| 7D | +4.1% | +18.9% | -14.9% | +3.4% |
| 30D | +9.4% | +26.3% | -16.8% | +8.4% |
| 3M | -6.5% | +49.7% | -56.2% | -8.4% |
| 6M | +59.6% | -61.1% | +120.7% | +69.2% |
| YTD | +38.9% | -56.0% | +94.9% | +42.0% |
| 1Y | +48.0% | -66.4% | +114.4% | +60.3% |
| All | +48.0% | -60.6% | +108.6% | +60.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling