+16.9%
D vs HTZ
-58.1%
+75.0%
-9.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +1.3% | -2.7% | -1.4% |
| 7D | +0.4% | +7.5% | -7.0% | +0.5% |
| 30D | -3.6% | +47.4% | -51.0% | -3.0% |
| 3M | -1.0% | -54.9% | +53.9% | -0.8% |
| 6M | +6.3% | -47.0% | +53.3% | +6.7% |
| YTD | +14.7% | -55.3% | +70.0% | +15.0% |
| 1Y | +16.9% | -57.6% | +74.6% | +16.9% |
| All | +16.9% | -58.1% | +75.0% | +16.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling