+30.7%
BP vs HTZ
-75.3%
+106.0%
-23.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -8.4% | +8.0% | -0.5% |
| 7D | -11.6% | -14.6% | +3.0% | -11.7% |
| 30D | 0.0% | -20.8% | +20.8% | -0.1% |
| 3M | +6.7% | -18.8% | +25.6% | +6.6% |
| 6M | +2.2% | -74.7% | +76.8% | +2.8% |
| YTD | +33.0% | -68.1% | +101.1% | +33.1% |
| 1Y | +30.7% | -73.5% | +104.2% | +32.1% |
| All | +30.7% | -75.3% | +106.0% | +32.1% |
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