-38.4%
DOW vs HTZ
-89.5%
+51.2%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +1.3% | -4.4% | -3.1% |
| 7D | -2.4% | +7.5% | -9.9% | -3.0% |
| 30D | +0.4% | +47.4% | -47.1% | -3.9% |
| 3M | -14.4% | -54.9% | +40.5% | -9.9% |
| 6M | -7.0% | -47.0% | +40.0% | -5.0% |
| YTD | +30.2% | -55.3% | +85.5% | +35.3% |
| 1Y | +29.2% | -57.6% | +86.8% | +33.4% |
| 3Y | -36.7% | -86.6% | +49.9% | -28.8% |
| 5Y | -37.7% | -86.1% | +48.4% | -31.6% |
| All | -38.4% | -89.5% | +51.2% | -29.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling