+109.6%
DAL vs HTZ
-89.7%
+199.3%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.2% | +9.2% | -2.0% | +6.0% |
| 7D | +11.1% | +18.9% | -7.9% | +8.6% |
| 30D | +7.7% | +26.3% | -18.5% | +4.3% |
| 3M | -3.5% | +49.7% | -53.2% | -10.1% |
| 6M | +31.3% | -61.1% | +92.4% | +43.3% |
| YTD | +30.0% | -56.0% | +86.0% | +37.7% |
| 1Y | +62.1% | -66.4% | +128.5% | +78.0% |
| 3Y | +176.6% | -75.8% | +252.4% | +194.4% |
| 5Y | +126.2% | -93.1% | +219.3% | +194.0% |
| All | +109.6% | -89.7% | +199.3% | +166.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling