+33.8%
DIS vs HTZ
-86.4%
+120.2%
-32.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +1.3% | -3.0% | -1.8% |
| 7D | -2.6% | +7.5% | -10.1% | -3.0% |
| 30D | +3.5% | +47.4% | -43.9% | +0.4% |
| 3M | +6.8% | -54.9% | +61.7% | +10.5% |
| 6M | +3.0% | -47.0% | +50.0% | +5.1% |
| YTD | -6.7% | -55.3% | +48.5% | -3.9% |
| 1Y | -10.1% | -57.6% | +47.6% | -7.7% |
| All | +33.8% | -86.4% | +120.2% | +60.0% |
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 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