+117.7%
EOG vs HTZ
-89.5%
+207.2%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.3% | -1.8% | -0.6% |
| 7D | +1.3% | +7.5% | -6.2% | +0.8% |
| 30D | +8.2% | +47.4% | -39.3% | +4.8% |
| 3M | +3.8% | -54.9% | +58.7% | +7.9% |
| 6M | +15.3% | -47.0% | +62.3% | +17.1% |
| YTD | +41.7% | -55.3% | +97.0% | +45.5% |
| 1Y | +23.6% | -57.6% | +81.2% | +26.0% |
| 3Y | +23.3% | -86.6% | +109.9% | +36.4% |
| 5Y | +170.4% | -86.1% | +256.5% | +186.6% |
| All | +117.7% | -89.5% | +207.2% | +141.6% |
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