+106.4%
C vs HTZ
-92.6%
+199.0%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -0.6% | +3.1% | +2.5% |
| 7D | -0.9% | -16.4% | +15.5% | +0.3% |
| 30D | -5.4% | -15.1% | +9.7% | -4.5% |
| 3M | -9.2% | -28.2% | +19.0% | -7.7% |
| 6M | -1.8% | -73.1% | +71.2% | +6.2% |
| YTD | +6.7% | -68.3% | +75.0% | +13.0% |
| 1Y | +23.5% | -75.2% | +98.7% | +33.3% |
| 3Y | +219.8% | -81.1% | +300.9% | +236.9% |
| 5Y | +112.4% | -95.0% | +207.4% | +151.8% |
| All | +106.4% | -92.6% | +199.0% | +142.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling