+144.0%
BTI vs HTZ
-82.6%
+226.6%
-19.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -8.4% | +4.9% | -3.4% |
| 7D | -1.0% | -14.6% | +13.6% | -1.0% |
| 30D | +13.0% | -20.8% | +33.7% | +13.1% |
| 3M | +5.3% | -18.8% | +24.1% | +5.3% |
| 6M | +5.3% | -74.7% | +80.0% | +6.5% |
| YTD | +12.4% | -68.1% | +80.5% | +13.1% |
| 1Y | +18.9% | -73.5% | +92.4% | +20.0% |
| 3Y | +144.0% | -81.8% | +225.9% | +149.8% |
| All | +144.0% | -82.6% | +226.6% | +149.8% |
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