-63.9%
BAX vs HTZ
-95.4%
+31.5%
-80.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -8.4% | +8.9% | +1.0% |
| 7D | +12.1% | -14.6% | +26.7% | +13.0% |
| 30D | +7.6% | -20.8% | +28.4% | +8.7% |
| 3M | -4.5% | -18.8% | +14.3% | -4.0% |
| 6M | +52.0% | -74.7% | +126.7% | +61.4% |
| YTD | +35.1% | -68.1% | +103.2% | +40.7% |
| 1Y | +43.7% | -73.5% | +117.2% | +51.0% |
| 3Y | -20.9% | -81.8% | +60.9% | -17.8% |
| All | -63.9% | -95.4% | +31.5% | -61.4% |
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