+234.5%
CRWD vs HTZ
-90.1%
+324.5%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -5.0% | +3.6% | -1.0% |
| 7D | -2.3% | -2.5% | +0.1% | -2.2% |
| 30D | -2.1% | -3.7% | +1.7% | -2.3% |
| 3M | +27.5% | -57.0% | +84.5% | +34.5% |
| 6M | +95.8% | -47.0% | +142.8% | +99.5% |
| YTD | +79.2% | -57.5% | +136.7% | +86.4% |
| 1Y | +96.3% | -63.5% | +159.7% | +105.2% |
| 3Y | +399.8% | -86.3% | +486.1% | +504.2% |
| 5Y | +216.7% | -86.8% | +303.5% | +305.7% |
| All | +234.5% | -90.1% | +324.5% | +310.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling