+62.1%
D vs HTZ
-86.4%
+148.5%
-18.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2023-09-04 to 2026-09-04.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.3% | -1.7% | -0.4% |
| 7D | +1.5% | +7.5% | -6.0% | +1.4% |
| 30D | -2.6% | +47.4% | -50.0% | -3.2% |
| 3M | 0.0% | -54.9% | +54.9% | +1.1% |
| 6M | +7.4% | -47.0% | +54.4% | +8.0% |
| YTD | +15.9% | -55.3% | +71.1% | +16.9% |
| 1Y | +18.1% | -57.6% | +75.8% | +18.9% |
| All | +62.1% | -86.4% | +148.5% | +82.4% |
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 2023-09-04 to 2026-09-04: 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…
2023-09-04 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling