+387.2%
BE vs HTZ
-95.4%
+482.6%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | -8.4% | +11.8% | +5.0% |
| 7D | -14.7% | -14.6% | -0.1% | -12.2% |
| 30D | -40.5% | -20.8% | -19.8% | -37.9% |
| 3M | -24.3% | -18.8% | -5.5% | -22.3% |
| 6M | -39.3% | -74.7% | +35.4% | -25.4% |
| YTD | +99.4% | -68.1% | +167.5% | +130.4% |
| 1Y | +26.6% | -73.5% | +100.1% | +51.0% |
| 3Y | +1,616.9% | -81.8% | +1,698.8% | +1,939.9% |
| All | +387.2% | -95.4% | +482.6% | +847.6% |
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