+19.8%
BIL vs HTZ
-95.4%
+115.2%
-0.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -8.4% | +8.4% | 0.0% |
| 7D | -0.3% | -14.6% | +14.3% | -0.3% |
| 30D | 0.0% | -20.8% | +20.8% | 0.0% |
| 3M | +0.6% | -18.8% | +19.4% | +0.6% |
| 6M | +1.5% | -74.7% | +76.2% | +1.5% |
| YTD | +2.8% | -68.1% | +70.8% | +2.7% |
| 1Y | +3.3% | -73.5% | +76.8% | +3.3% |
| 3Y | +13.5% | -81.8% | +95.3% | +13.5% |
| All | +19.8% | -95.4% | +115.2% | +19.8% |
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