+95.4%
CAT vs HTZ
-58.1%
+153.5%
-26.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.3% | +0.4% | +1.7% |
| 7D | +1.7% | +7.5% | -5.8% | +1.4% |
| 30D | -6.6% | +47.4% | -54.0% | -8.9% |
| 3M | -13.3% | -54.9% | +41.6% | -9.1% |
| 6M | +11.6% | -47.0% | +58.6% | +16.1% |
| YTD | +42.9% | -55.3% | +98.2% | +49.7% |
| 1Y | +95.4% | -57.6% | +153.1% | +108.6% |
| All | +95.4% | -58.1% | +153.5% | +108.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling