+92.9%
BLK vs HTZ
-82.6%
+175.5%
-23.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -8.4% | +9.1% | +1.2% |
| 7D | +2.7% | -14.6% | +17.3% | +3.6% |
| 30D | +10.2% | -20.8% | +31.0% | +11.6% |
| 3M | +4.9% | -18.8% | +23.7% | +5.6% |
| 6M | +11.0% | -74.7% | +85.7% | +18.5% |
| YTD | +11.9% | -68.1% | +80.0% | +17.3% |
| 1Y | +12.6% | -73.5% | +86.1% | +19.0% |
| 3Y | +92.9% | -81.8% | +174.8% | +111.7% |
| All | +92.9% | -82.6% | +175.5% | +111.7% |
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