-23.0%
DOW vs HTZ
-81.0%
+58.0%
-62.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -20.8% | +18.6% | -0.9% |
| 7D | -4.9% | -7.7% | +2.9% | -4.6% |
| 30D | +13.6% | -13.1% | +26.7% | +14.2% |
| 3M | +9.0% | +14.7% | -5.7% | +6.4% |
| 6M | -19.9% | -70.6% | +50.7% | -14.0% |
| YTD | +41.4% | -65.2% | +106.6% | +48.0% |
| 1Y | +47.4% | -73.2% | +120.6% | +57.5% |
| All | -23.0% | -81.0% | +58.0% | -16.0% |
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