+1,616.9%
BE vs HTZ
-82.6%
+1,699.5%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | -8.4% | +11.8% | +4.2% |
| 7D | -14.7% | -14.6% | -0.1% | -13.3% |
| 30D | -40.5% | -20.8% | -19.8% | -39.2% |
| 3M | -24.3% | -18.8% | -5.5% | -23.0% |
| 6M | -39.3% | -74.7% | +35.4% | -33.9% |
| YTD | +99.4% | -68.1% | +167.5% | +113.3% |
| 1Y | +26.6% | -73.5% | +100.1% | +36.6% |
| 3Y | +1,616.9% | -81.8% | +1,698.8% | +2,199.1% |
| All | +1,616.9% | -82.6% | +1,699.5% | +2,199.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling