-27.1%
CMCSA vs HTZ
-82.4%
+55.2%
-47.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -2.6% | +4.0% | +1.6% |
| 7D | +3.2% | -8.5% | +11.7% | +3.5% |
| 30D | +19.5% | -18.9% | +38.4% | +20.3% |
| 3M | -2.4% | -36.0% | +33.6% | -0.9% |
| 6M | +3.8% | -74.6% | +78.4% | +8.7% |
| YTD | -5.4% | -70.8% | +65.4% | -2.1% |
| 1Y | +1.1% | -75.3% | +76.4% | +5.4% |
| 3Y | -27.1% | -81.6% | +54.4% | -24.7% |
| All | -27.1% | -82.4% | +55.2% | -24.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling