-19.0%
BSX vs HTZ
-82.6%
+63.5%
-61.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -8.4% | +4.1% | -4.0% |
| 7D | +1.8% | -14.6% | +16.4% | +2.2% |
| 30D | +2.8% | -20.8% | +23.6% | +3.3% |
| 3M | -13.3% | -18.8% | +5.5% | -13.0% |
| 6M | -23.7% | -74.7% | +51.0% | -22.5% |
| YTD | -55.2% | -68.1% | +12.9% | -54.8% |
| 1Y | -56.8% | -73.5% | +16.6% | -56.3% |
| 3Y | -19.0% | -81.8% | +62.8% | -19.4% |
| All | -19.0% | -82.6% | +63.5% | -19.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling