+10.2%
BSX vs HTZ
-89.5%
+99.8%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +1.3% | +0.5% | +1.8% |
| 7D | +2.0% | +7.5% | -5.4% | +1.8% |
| 30D | +0.1% | +47.4% | -47.3% | -1.6% |
| 3M | -2.1% | -54.9% | +52.8% | -0.2% |
| 6M | -33.8% | -47.0% | +13.2% | -33.3% |
| YTD | -49.9% | -55.3% | +5.4% | -49.2% |
| 1Y | -55.4% | -57.6% | +2.2% | -55.0% |
| 3Y | -10.9% | -86.6% | +75.8% | -3.6% |
| 5Y | +6.4% | -86.1% | +92.5% | +14.3% |
| All | +10.2% | -89.5% | +99.8% | +22.5% |
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