+124.5%
COST vs HTZ
-94.4%
+218.9%
-31.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -2.6% | +3.9% | +1.4% |
| 7D | +5.0% | -8.5% | +13.5% | +5.3% |
| 30D | +12.8% | -18.9% | +31.7% | +13.3% |
| 3M | +15.2% | -36.0% | +51.2% | +16.5% |
| 6M | +7.4% | -74.6% | +82.0% | +11.5% |
| YTD | +29.0% | -70.8% | +99.9% | +32.5% |
| 1Y | +20.3% | -75.3% | +95.6% | +24.3% |
| 3Y | +99.0% | -81.6% | +180.6% | +105.2% |
| All | +124.5% | -94.4% | +218.9% | +159.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling