+49.1%
BAX vs HTZ
-77.9%
+127.0%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -8.0% | +8.0% | +0.4% |
| 7D | +3.6% | -27.5% | +31.2% | +5.1% |
| 30D | +8.5% | -21.9% | +30.4% | +9.7% |
| 3M | -4.9% | -29.2% | +24.4% | -3.7% |
| 6M | +47.0% | -75.2% | +122.2% | +60.4% |
| YTD | +38.4% | -70.8% | +109.3% | +44.0% |
| 1Y | +49.1% | -76.1% | +125.2% | +62.5% |
| All | +49.1% | -77.9% | +127.0% | +62.5% |
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 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