+12.8%
CRM vs HTZ
-86.1%
+98.9%
-58.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -5.0% | +1.1% | -3.8% |
| 7D | -3.5% | -2.5% | -1.0% | -3.4% |
| 30D | +29.3% | -3.7% | +33.0% | +29.1% |
| 3M | +36.8% | -57.0% | +93.8% | +39.4% |
| 6M | +23.9% | -47.0% | +70.9% | +24.8% |
| YTD | -5.5% | -57.5% | +52.0% | -4.1% |
| 1Y | -0.4% | -63.5% | +63.0% | +1.4% |
| 3Y | +12.8% | -86.3% | +99.1% | +23.6% |
| All | +12.8% | -86.1% | +98.9% | +23.6% |
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 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