+118.7%
EOG vs HTZ
-91.9%
+210.6%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -20.8% | +19.3% | -0.3% |
| 7D | -10.7% | -7.7% | -3.0% | -10.5% |
| 30D | +1.1% | -13.1% | +14.2% | +1.6% |
| 3M | +8.7% | +14.7% | -6.1% | +6.4% |
| 6M | +4.4% | -70.6% | +75.0% | +10.9% |
| YTD | +42.4% | -65.2% | +107.5% | +47.7% |
| 1Y | +42.1% | -73.2% | +115.3% | +50.5% |
| 3Y | +25.8% | -80.8% | +106.6% | +29.3% |
| 5Y | +93.3% | -94.8% | +188.1% | +126.9% |
| All | +118.7% | -91.9% | +210.6% | +145.2% |
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