+68.0%
BX vs HTZ
-89.5%
+157.5%
-49.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.3% | -2.4% | -1.3% |
| 7D | -4.4% | +7.5% | -11.9% | -5.4% |
| 30D | +0.1% | +47.4% | -47.3% | -7.0% |
| 3M | +16.0% | -54.9% | +70.9% | +26.4% |
| 6M | +21.6% | -47.0% | +68.6% | +27.7% |
| YTD | -8.9% | -55.3% | +46.4% | -2.0% |
| 1Y | -16.6% | -57.6% | +41.0% | -11.3% |
| 3Y | +43.3% | -86.6% | +129.9% | +84.0% |
| 5Y | +25.7% | -86.1% | +111.8% | +67.6% |
| All | +68.0% | -89.5% | +157.5% | +131.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling