+7.6%
CRM vs HTZ
-89.5%
+97.2%
-58.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +1.3% | -3.3% | -2.0% |
| 7D | +1.3% | +7.5% | -6.2% | +0.8% |
| 30D | +34.3% | +47.4% | -13.1% | +29.9% |
| 3M | +37.7% | -54.9% | +92.6% | +43.4% |
| 6M | +34.9% | -47.0% | +81.9% | +37.3% |
| YTD | -1.6% | -55.3% | +53.6% | +1.4% |
| 1Y | +7.1% | -57.6% | +64.8% | +9.8% |
| 3Y | +19.0% | -86.6% | +105.6% | +39.6% |
| 5Y | -1.3% | -86.1% | +84.9% | +18.3% |
| All | +7.6% | -89.5% | +97.2% | +26.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling