+110.2%
BP vs HTZ
-89.5%
+199.8%
-30.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.3% | -0.8% | +0.4% |
| 7D | +3.9% | +7.5% | -3.5% | +3.5% |
| 30D | +7.6% | +47.4% | -39.8% | +4.4% |
| 3M | +0.7% | -54.9% | +55.6% | +4.5% |
| 6M | +15.5% | -47.0% | +62.5% | +17.4% |
| YTD | +30.8% | -55.3% | +86.1% | +34.4% |
| 1Y | +34.3% | -57.6% | +91.9% | +37.1% |
| 3Y | +35.1% | -86.6% | +121.7% | +46.1% |
| 5Y | +126.8% | -86.1% | +213.0% | +140.0% |
| All | +110.2% | -89.5% | +199.8% | +128.4% |
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 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