-16.6%
BX vs HTZ
-58.1%
+41.5%
-44.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.3% | -2.4% | -1.2% |
| 7D | -4.4% | +7.5% | -11.9% | -5.0% |
| 30D | +0.1% | +47.4% | -47.3% | -4.5% |
| 3M | +16.0% | -54.9% | +70.9% | +25.1% |
| 6M | +21.6% | -47.0% | +68.6% | +28.1% |
| YTD | -8.9% | -55.3% | +46.4% | -2.4% |
| 1Y | -16.6% | -57.6% | +41.0% | -11.6% |
| All | -16.6% | -58.1% | +41.5% | -11.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling