+27.6%
BDX vs HTZ
-94.4%
+122.1%
-40.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -2.6% | +3.7% | +1.2% |
| 7D | +2.9% | -8.5% | +11.4% | +3.2% |
| 30D | +15.4% | -18.9% | +34.3% | +16.0% |
| 3M | +20.5% | -36.0% | +56.6% | +22.0% |
| 6M | +53.2% | -74.6% | +127.8% | +58.8% |
| YTD | +45.7% | -70.8% | +116.5% | +49.5% |
| 1Y | +47.3% | -75.3% | +122.5% | +52.0% |
| 3Y | +25.1% | -81.6% | +106.6% | +27.7% |
| All | +27.6% | -94.4% | +122.1% | +34.9% |
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