+26.3%
BP vs HTZ
-77.9%
+104.2%
-23.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -8.0% | +8.0% | -0.1% |
| 7D | -6.3% | -27.5% | +21.2% | -6.6% |
| 30D | -3.6% | -21.9% | +18.3% | -3.8% |
| 3M | +5.2% | -29.2% | +34.5% | +5.0% |
| 6M | +5.3% | -75.2% | +80.5% | +5.8% |
| YTD | +33.1% | -70.8% | +103.9% | +33.0% |
| 1Y | +26.3% | -76.1% | +102.4% | +26.4% |
| All | +26.3% | -77.9% | +104.2% | +26.4% |
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