-62.5%
BAX vs HTZ
-95.0%
+32.5%
-80.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -0.6% | +3.0% | +2.4% |
| 7D | +9.0% | -16.4% | +25.5% | +10.0% |
| 30D | +8.5% | -15.1% | +23.6% | +9.2% |
| 3M | -4.1% | -28.2% | +24.1% | -3.0% |
| 6M | +46.9% | -73.1% | +120.0% | +55.4% |
| YTD | +38.4% | -68.3% | +106.7% | +44.2% |
| 1Y | +47.0% | -75.2% | +122.2% | +55.1% |
| 3Y | -14.9% | -81.1% | +66.2% | -11.8% |
| 5Y | -62.5% | -95.0% | +32.5% | -59.9% |
| All | -62.5% | -95.0% | +32.5% | -59.9% |
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