+91.7%
BKNG vs HTZ
-87.0%
+178.7%
-39.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.0% | +1.5% | +0.6% |
| 7D | -10.7% | -9.7% | -1.0% | -9.9% |
| 30D | -18.1% | -16.3% | -1.8% | -17.2% |
| 3M | +8.5% | -58.8% | +67.4% | +13.8% |
| 6M | -0.1% | -48.9% | +48.8% | +1.8% |
| YTD | -18.2% | -60.1% | +41.9% | -14.8% |
| 1Y | -19.9% | -65.0% | +45.1% | -16.4% |
| 3Y | +41.6% | -87.2% | +128.8% | +69.0% |
| All | +91.7% | -87.0% | +178.7% | +148.0% |
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