+143.3%
DELL vs HTZ
-60.6%
+204.0%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | +9.2% | -18.0% | -9.6% |
| 7D | -24.6% | +18.9% | -43.5% | -25.9% |
| 30D | -32.5% | +26.3% | -58.7% | -34.1% |
| 3M | -20.2% | +49.7% | -69.9% | -24.0% |
| 6M | +76.5% | -61.1% | +137.6% | +93.8% |
| YTD | +198.9% | -56.0% | +255.0% | +215.9% |
| 1Y | +143.3% | -66.4% | +209.7% | +177.9% |
| All | +143.3% | -60.6% | +204.0% | +177.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling