+1,085.7%
DELL vs HTZ
-85.9%
+1,171.6%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.3% | +0.2% | +1.4% |
| 7D | +14.9% | +7.5% | +7.4% | +14.2% |
| 30D | +13.3% | +47.4% | -34.2% | +8.4% |
| 3M | +24.4% | -54.9% | +79.3% | +30.9% |
| 6M | +258.0% | -47.0% | +305.0% | +268.7% |
| YTD | +320.2% | -55.3% | +375.4% | +339.0% |
| 1Y | +319.1% | -57.6% | +376.7% | +335.4% |
| 3Y | +706.5% | -86.6% | +793.1% | +825.2% |
| All | +1,085.7% | -85.9% | +1,171.6% | +1,280.3% |
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 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