+25.2%
BTDR vs HTZ
-85.9%
+111.0%
-79.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | +1.3% | +2.6% | +3.7% |
| 7D | +20.0% | +7.5% | +12.5% | +18.3% |
| 30D | +11.9% | +47.4% | -35.5% | +1.9% |
| 3M | -36.9% | -54.9% | +18.0% | -29.5% |
| 6M | +56.5% | -47.0% | +103.5% | +69.2% |
| YTD | +10.4% | -55.3% | +65.7% | +23.3% |
| 1Y | +3.1% | -57.6% | +60.7% | +14.0% |
| 3Y | -2.6% | -86.6% | +84.0% | +11.2% |
| All | +25.2% | -85.9% | +111.0% | +41.3% |
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