-73.2%
DOCS vs HTZ
-85.9%
+12.7%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +1.3% | -4.1% | -2.9% |
| 7D | -1.4% | +7.5% | -8.9% | -2.4% |
| 30D | +21.8% | +47.4% | -25.6% | +14.5% |
| 3M | +27.3% | -54.9% | +82.2% | +36.5% |
| 6M | -0.3% | -47.0% | +46.7% | +2.6% |
| YTD | -40.5% | -55.3% | +14.8% | -37.5% |
| 1Y | -61.5% | -57.6% | -3.9% | -60.1% |
| 3Y | +8.2% | -86.6% | +94.8% | +47.8% |
| All | -73.2% | -85.9% | +12.7% | -64.4% |
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