-53.6%
BSX vs HTZ
-60.6%
+7.0%
-60.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | +9.2% | -3.8% | +5.0% |
| 7D | +8.0% | +18.9% | -11.0% | +7.3% |
| 30D | +8.1% | +26.3% | -18.2% | +7.1% |
| 3M | -6.7% | +49.7% | -56.3% | -7.6% |
| 6M | -19.4% | -61.1% | +41.7% | -20.0% |
| YTD | -51.9% | -56.0% | +4.1% | -53.7% |
| 1Y | -53.6% | -66.4% | +12.8% | -53.9% |
| All | -53.6% | -60.6% | +7.0% | -53.9% |
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