+45.9%
BE vs HTZ
-75.8%
+121.8%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -8.0% | +3.6% | -2.8% |
| 7D | -13.4% | -27.5% | +14.2% | -7.7% |
| 30D | -33.9% | -21.9% | -12.0% | -30.5% |
| 3M | -12.0% | -29.2% | +17.3% | -6.5% |
| 6M | -29.0% | -75.2% | +46.2% | -12.5% |
| YTD | +113.4% | -70.8% | +184.2% | +154.2% |
| All | +45.9% | -75.8% | +121.8% | +83.1% |
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