+12.8%
D vs HTZ
-69.0%
+81.8%
-15.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -20.8% | +20.6% | -0.4% |
| 7D | +6.9% | -7.7% | +14.7% | +7.0% |
| 30D | +12.3% | -13.1% | +25.4% | +12.3% |
| 3M | +3.0% | +14.7% | -11.7% | +4.7% |
| 6M | +12.8% | -70.6% | +83.4% | +7.8% |
| All | +12.8% | -69.0% | +81.8% | +7.8% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling