+37.4%
BX vs HTZ
-80.7%
+118.1%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +9.3% | -9.8% | -1.4% |
| 7D | -2.8% | -27.4% | +24.6% | +0.1% |
| 30D | +7.3% | -11.4% | +18.7% | +8.3% |
| 3M | -16.3% | -33.1% | +16.8% | -13.7% |
| 6M | +2.5% | -73.5% | +76.0% | +14.3% |
| YTD | -17.6% | -68.1% | +50.5% | -10.5% |
| 1Y | -12.4% | -74.3% | +61.9% | -3.1% |
| All | +37.4% | -80.7% | +118.1% | +61.1% |
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 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