+111.1%
C vs HTZ
-89.7%
+200.8%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +9.2% | -7.5% | +1.0% |
| 7D | +1.1% | +18.9% | -17.9% | -0.2% |
| 30D | -2.4% | +26.3% | -28.7% | -4.3% |
| 3M | -8.4% | +49.7% | -58.0% | -12.1% |
| 6M | +0.3% | -61.1% | +61.4% | +5.7% |
| YTD | +9.1% | -56.0% | +65.1% | +13.0% |
| 1Y | +26.0% | -66.4% | +92.5% | +33.1% |
| 3Y | +221.2% | -75.8% | +296.9% | +234.6% |
| 5Y | +120.4% | -93.1% | +213.5% | +155.3% |
| All | +111.1% | -89.7% | +200.8% | +142.8% |
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