+86.5%
BTDR vs HTZ
-80.7%
+167.2%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.7% | +9.3% | +0.3% | +7.4% |
| 7D | +7.7% | -27.4% | +35.1% | +16.4% |
| 30D | -24.1% | -11.4% | -12.7% | -22.0% |
| 3M | -19.1% | -33.1% | +14.0% | -12.1% |
| 6M | -46.6% | -73.5% | +26.9% | -31.2% |
| YTD | -37.3% | -68.1% | +30.8% | -23.0% |
| 1Y | -53.2% | -74.3% | +21.1% | -40.0% |
| All | +86.5% | -80.7% | +167.2% | +171.7% |
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