+424.1%
CAH vs HTZ
-92.5%
+516.7%
-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 | +14.6% | -18.8% | +33.4% | +14.6% |
| 6M | +42.5% | -74.7% | +117.2% | +44.0% |
| YTD | +33.5% | -68.1% | +101.6% | +34.3% |
| 1Y | +38.5% | -73.5% | +112.0% | +39.7% |
| 3Y | +179.0% | -81.8% | +260.8% | +180.2% |
| 5Y | +507.2% | -95.2% | +602.4% | +520.4% |
| All | +424.1% | -92.5% | +516.7% | +444.3% |
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