+89.3%
CSCO vs HTZ
-82.6%
+171.8%
-27.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -8.4% | +6.4% | -1.6% |
| 7D | -10.2% | -14.6% | +4.4% | -9.5% |
| 30D | -20.1% | -20.8% | +0.7% | -19.3% |
| 3M | -22.4% | -18.8% | -3.5% | -21.7% |
| 6M | +2.8% | -74.7% | +77.5% | +7.3% |
| YTD | +23.6% | -68.1% | +91.7% | +27.5% |
| 1Y | +34.0% | -73.5% | +107.5% | +38.9% |
| 3Y | +89.3% | -81.8% | +171.1% | +95.3% |
| All | +89.3% | -82.6% | +171.8% | +95.3% |
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