+36.6%
BP vs HTZ
-60.6%
+97.2%
-23.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | +9.2% | -13.3% | -4.0% |
| 7D | -8.4% | +18.9% | -27.3% | -8.2% |
| 30D | +2.2% | +26.3% | -24.0% | +2.5% |
| 3M | +8.8% | +49.7% | -40.9% | +8.9% |
| 6M | -0.5% | -61.1% | +60.6% | +0.5% |
| YTD | +36.2% | -56.0% | +92.2% | +36.8% |
| 1Y | +36.6% | -66.4% | +103.0% | +38.6% |
| All | +36.6% | -60.6% | +97.2% | +38.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling