+9.3%
CAT vs HTZ
-75.7%
+85.1%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -2.6% | +1.8% | -0.6% |
| 7D | +7.4% | -8.5% | +16.0% | +8.1% |
| 30D | -19.7% | -18.9% | -0.8% | -18.6% |
| 3M | -29.6% | -36.0% | +6.4% | -27.7% |
| 6M | -33.2% | -74.6% | +41.4% | -24.0% |
| YTD | +5.7% | -70.8% | +76.5% | +15.5% |
| 1Y | +9.3% | -75.3% | +84.6% | +21.7% |
| All | +9.3% | -75.7% | +85.1% | +21.7% |
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