+49.2%
BX vs HTZ
-91.9%
+141.1%
-49.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -20.8% | +16.2% | -1.5% |
| 7D | +0.3% | -7.7% | +8.0% | +1.2% |
| 30D | +6.7% | -13.1% | +19.8% | +8.4% |
| 3M | -11.1% | +14.7% | -25.8% | -14.8% |
| 6M | -0.4% | -70.6% | +70.2% | +14.6% |
| YTD | -19.1% | -65.2% | +46.1% | -10.3% |
| 1Y | -13.6% | -73.2% | +59.6% | -0.6% |
| 3Y | +30.7% | -80.8% | +111.5% | +46.6% |
| 5Y | +0.3% | -94.8% | +95.1% | +39.3% |
| All | +49.2% | -91.9% | +141.1% | +111.9% |
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