+100.4%
C vs HTZ
-91.9%
+192.3%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -20.8% | +15.8% | -3.5% |
| 7D | -5.3% | -7.7% | +2.4% | -4.8% |
| 30D | -7.3% | -13.1% | +5.8% | -6.6% |
| 3M | -13.5% | +14.7% | -28.2% | -15.4% |
| 6M | -6.5% | -70.6% | +64.1% | +0.5% |
| YTD | +3.6% | -65.2% | +68.8% | +9.0% |
| 1Y | +18.9% | -73.2% | +92.1% | +27.5% |
| 3Y | +205.0% | -80.8% | +285.8% | +222.9% |
| 5Y | +109.4% | -94.8% | +204.2% | +147.0% |
| All | +100.4% | -91.9% | +192.3% | +134.3% |
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