+130.7%
BTI vs HTZ
-92.6%
+223.3%
-29.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.6% | -0.7% | -1.3% |
| 7D | -2.9% | -16.4% | +13.5% | -2.7% |
| 30D | +8.3% | -15.1% | +23.4% | +8.5% |
| 3M | +2.9% | -28.2% | +31.1% | +3.2% |
| 6M | +6.2% | -73.1% | +79.3% | +8.1% |
| YTD | +10.9% | -68.3% | +79.2% | +12.3% |
| 1Y | +16.6% | -75.2% | +91.8% | +18.6% |
| 3Y | +142.2% | -81.1% | +223.4% | +144.6% |
| 5Y | +151.3% | -95.0% | +246.3% | +159.7% |
| All | +130.7% | -92.6% | +223.3% | +138.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling