+33.8%
BLK vs HTZ
-87.1%
+120.9%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -5.0% | +3.1% | -1.4% |
| 7D | -2.4% | -2.5% | +0.1% | -2.2% |
| 30D | -3.1% | -3.7% | +0.6% | -3.3% |
| 3M | +10.7% | -57.0% | +67.7% | +17.2% |
| 6M | +15.9% | -47.0% | +62.8% | +19.3% |
| YTD | +4.0% | -57.5% | +61.5% | +9.2% |
| 1Y | +1.3% | -63.5% | +64.7% | +6.7% |
| 3Y | +69.6% | -86.3% | +155.9% | +100.1% |
| 5Y | +33.8% | -86.8% | +120.5% | +58.3% |
| All | +33.8% | -87.1% | +120.9% | +58.3% |
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