-29.5%
DOW vs HTZ
-95.4%
+65.9%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -8.4% | +6.6% | -1.1% |
| 7D | -9.5% | -14.6% | +5.1% | -8.6% |
| 30D | +13.1% | -20.8% | +33.8% | +14.8% |
| 3M | +4.8% | -18.8% | +23.6% | +5.2% |
| 6M | -16.7% | -74.7% | +58.0% | -7.8% |
| YTD | +38.9% | -68.1% | +107.0% | +47.9% |
| 1Y | +48.3% | -73.5% | +121.8% | +60.8% |
| 3Y | -24.4% | -81.8% | +57.5% | -18.7% |
| All | -29.5% | -95.4% | +65.9% | -12.5% |
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