+99.2%
CRH vs HTZ
-87.1%
+186.3%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -5.3% | +3.9% | -1.0% |
| 7D | -3.6% | -10.4% | +6.8% | -2.7% |
| 30D | -10.8% | -2.4% | -8.5% | -11.1% |
| 3M | -13.5% | -60.9% | +47.4% | -8.2% |
| 6M | -15.4% | -50.2% | +34.8% | -12.7% |
| YTD | -27.6% | -59.7% | +32.1% | -24.0% |
| 1Y | -18.4% | -66.0% | +47.6% | -13.9% |
| 3Y | +72.5% | -87.1% | +159.6% | +99.0% |
| 5Y | +99.2% | -86.9% | +186.0% | +136.1% |
| All | +99.2% | -87.1% | +186.3% | +136.1% |
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