-43.9%
BTDR vs HTZ
-94.4%
+50.5%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.6% | -2.6% | -6.0% | -8.1% |
| 7D | -6.9% | -8.5% | +1.6% | -4.9% |
| 30D | -31.5% | -18.9% | -12.6% | -28.4% |
| 3M | -36.1% | -36.0% | 0.0% | -29.9% |
| 6M | -57.6% | -74.6% | +16.9% | -46.1% |
| YTD | -50.0% | -70.8% | +20.8% | -38.5% |
| 1Y | -49.6% | -75.3% | +25.7% | -36.2% |
| 3Y | +48.5% | -81.6% | +130.1% | +80.4% |
| All | -43.9% | -94.4% | +50.5% | -28.1% |
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