+7.3%
BSX vs HTZ
-94.4%
+101.7%
-61.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -2.6% | +2.9% | +0.4% |
| 7D | +3.7% | -8.5% | +12.3% | +4.1% |
| 30D | +3.1% | -18.9% | +22.0% | +4.0% |
| 3M | -14.2% | -36.0% | +21.8% | -12.7% |
| 6M | -16.4% | -74.6% | +58.1% | -12.7% |
| YTD | -53.5% | -70.8% | +17.3% | -52.0% |
| 1Y | -57.8% | -75.3% | +17.5% | -56.1% |
| 3Y | -17.4% | -81.6% | +64.1% | -14.7% |
| All | +7.3% | -94.4% | +101.7% | +27.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling