-63.7%
BAX vs HTZ
-94.7%
+31.0%
-80.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -20.8% | +17.6% | -2.1% |
| 7D | +9.1% | -7.7% | +16.9% | +9.5% |
| 30D | +5.3% | -13.1% | +18.4% | +5.9% |
| 3M | -6.1% | +14.7% | -20.9% | -7.5% |
| 6M | +53.3% | -70.6% | +123.9% | +61.3% |
| YTD | +34.4% | -65.2% | +99.6% | +39.3% |
| 1Y | +43.2% | -73.2% | +116.4% | +50.4% |
| 3Y | -20.1% | -80.8% | +60.7% | -17.3% |
| 5Y | -63.7% | -94.8% | +31.0% | -61.5% |
| All | -63.7% | -94.7% | +31.0% | -61.5% |
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 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