+98.7%
DE vs HTZ
-95.4%
+194.0%
-33.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -8.4% | +9.6% | +2.0% |
| 7D | -0.6% | -14.6% | +14.0% | +0.5% |
| 30D | +2.3% | -20.8% | +23.0% | +3.9% |
| 3M | +9.5% | -18.8% | +28.3% | +10.3% |
| 6M | +14.1% | -74.7% | +88.8% | +25.4% |
| YTD | +45.4% | -68.1% | +113.5% | +54.8% |
| 1Y | +42.9% | -73.5% | +116.4% | +54.5% |
| 3Y | +84.8% | -81.8% | +166.7% | +98.7% |
| All | +98.7% | -95.4% | +194.0% | +150.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling