-30.7%
DOW vs HTZ
-94.2%
+63.5%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -8.0% | +9.7% | +2.4% |
| 7D | -6.8% | -27.5% | +20.7% | -4.5% |
| 30D | +10.8% | -21.9% | +32.6% | +12.5% |
| 3M | +4.1% | -29.2% | +33.4% | +6.0% |
| 6M | -12.7% | -75.2% | +62.5% | -3.4% |
| YTD | +39.2% | -70.8% | +110.0% | +49.4% |
| 1Y | +49.5% | -76.1% | +125.6% | +63.7% |
| 3Y | -24.4% | -82.5% | +58.1% | -18.5% |
| All | -30.7% | -94.2% | +63.5% | -12.4% |
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