+377.0%
DELL vs HTZ
-82.6%
+459.5%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -8.4% | +12.0% | +4.3% |
| 7D | -22.6% | -14.6% | -8.0% | -21.6% |
| 30D | -43.2% | -20.8% | -22.4% | -42.2% |
| 3M | -24.8% | -18.8% | -6.0% | -24.0% |
| 6M | +38.0% | -74.7% | +112.7% | +49.1% |
| YTD | +163.7% | -68.1% | +231.8% | +179.0% |
| 1Y | +122.5% | -73.5% | +196.0% | +137.8% |
| 3Y | +377.0% | -81.8% | +458.8% | +373.3% |
| All | +377.0% | -82.6% | +459.5% | +373.3% |
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