+55.7%
BDX vs HTZ
-75.3%
+131.0%
-23.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -8.4% | +7.6% | -0.5% |
| 7D | +7.1% | -14.6% | +21.7% | +7.4% |
| 30D | +17.6% | -20.8% | +38.4% | +18.3% |
| 3M | +20.4% | -18.8% | +39.2% | +20.8% |
| 6M | +48.3% | -74.7% | +123.0% | +54.5% |
| YTD | +41.6% | -68.1% | +109.7% | +42.6% |
| 1Y | +55.7% | -73.5% | +129.2% | +60.9% |
| All | +55.7% | -75.3% | +131.0% | +60.9% |
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 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