+28.6%
BMY vs HTZ
-95.4%
+124.0%
-47.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -8.4% | +6.8% | -1.2% |
| 7D | -0.5% | -14.6% | +14.0% | 0.0% |
| 30D | +4.1% | -20.8% | +24.9% | +4.9% |
| 3M | -2.1% | -18.8% | +16.7% | -1.8% |
| 6M | +12.2% | -74.7% | +86.9% | +17.2% |
| YTD | +20.3% | -68.1% | +88.4% | +23.9% |
| 1Y | +39.2% | -73.5% | +112.7% | +44.3% |
| 3Y | +35.6% | -81.8% | +117.4% | +38.9% |
| All | +28.6% | -95.4% | +124.0% | +33.0% |
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