+422.9%
CAH vs HTZ
-92.5%
+515.5%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -8.4% | +9.8% | +1.5% |
| 7D | +8.5% | -14.6% | +23.1% | +8.6% |
| 30D | +17.0% | -20.8% | +37.8% | +17.2% |
| 3M | +14.3% | -18.8% | +33.1% | +14.4% |
| 6M | +42.2% | -74.7% | +116.9% | +43.7% |
| YTD | +33.2% | -68.1% | +101.3% | +34.0% |
| 1Y | +38.2% | -73.5% | +111.7% | +39.4% |
| 3Y | +178.4% | -81.8% | +260.2% | +179.5% |
| 5Y | +505.8% | -95.2% | +601.0% | +519.0% |
| All | +422.9% | -92.5% | +515.5% | +443.0% |
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