+264.0%
CRWD vs HTZ
-92.6%
+356.6%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | -0.6% | +6.0% | +5.4% |
| 7D | -5.5% | -16.4% | +10.9% | -4.1% |
| 30D | -16.9% | -15.1% | -1.8% | -15.9% |
| 3M | +6.6% | -28.2% | +34.8% | +8.5% |
| 6M | +73.2% | -73.1% | +146.3% | +89.4% |
| YTD | +95.1% | -68.3% | +163.3% | +107.1% |
| 1Y | +69.4% | -75.2% | +144.6% | +84.1% |
| 3Y | +379.3% | -81.1% | +460.4% | +400.6% |
| 5Y | +211.9% | -95.0% | +306.9% | +305.5% |
| All | +264.0% | -92.6% | +356.6% | +356.0% |
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