+52.0%
BLK vs HTZ
-92.5%
+144.6%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -8.4% | +9.1% | +1.5% |
| 7D | +2.7% | -14.6% | +17.3% | +4.0% |
| 30D | +10.2% | -20.8% | +31.0% | +12.2% |
| 3M | +4.9% | -18.8% | +23.7% | +5.8% |
| 6M | +11.0% | -74.7% | +85.7% | +22.7% |
| YTD | +11.9% | -68.1% | +80.0% | +20.0% |
| 1Y | +12.6% | -73.5% | +86.1% | +22.6% |
| 3Y | +92.9% | -81.8% | +174.8% | +107.7% |
| 5Y | +39.3% | -95.2% | +134.6% | +72.6% |
| All | +52.0% | -92.5% | +144.6% | +88.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling