+33.8%
BX vs HTZ
-82.6%
+116.4%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -8.4% | +8.1% | +0.6% |
| 7D | +1.8% | -14.6% | +16.4% | +3.3% |
| 30D | +7.9% | -20.8% | +28.7% | +10.1% |
| 3M | -9.6% | -18.8% | +9.2% | -8.6% |
| 6M | -2.3% | -74.7% | +72.4% | +9.6% |
| YTD | -19.3% | -68.1% | +48.8% | -12.2% |
| 1Y | -13.2% | -73.5% | +60.2% | -4.2% |
| 3Y | +33.8% | -81.8% | +115.6% | +59.1% |
| All | +33.8% | -82.6% | +116.4% | +59.1% |
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