+532.2%
BE vs HTZ
-94.4%
+626.6%
-72.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -2.6% | -2.3% | -4.4% |
| 7D | +10.8% | -8.5% | +19.4% | +12.8% |
| 30D | -19.8% | -18.9% | -0.9% | -16.6% |
| 3M | -18.7% | -36.0% | +17.3% | -12.2% |
| 6M | -33.7% | -74.6% | +40.8% | -18.8% |
| YTD | +121.0% | -70.8% | +191.8% | +159.4% |
| 1Y | +85.4% | -75.3% | +160.7% | +123.8% |
| 3Y | +1,709.5% | -81.6% | +1,791.1% | +1,980.0% |
| All | +532.2% | -94.4% | +626.6% | +1,113.9% |
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