+75.9%
D vs HTZ
-81.0%
+156.9%
-16.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -20.8% | +20.6% | +0.1% |
| 7D | +6.9% | -7.7% | +14.7% | +7.0% |
| 30D | +12.3% | -13.1% | +25.4% | +12.5% |
| 3M | +3.0% | +14.7% | -11.7% | +2.7% |
| 6M | +12.8% | -70.6% | +83.4% | +14.4% |
| YTD | +22.6% | -65.2% | +87.7% | +23.7% |
| 1Y | +21.7% | -73.2% | +94.8% | +23.4% |
| All | +75.9% | -81.0% | +156.9% | +84.6% |
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