+122.1%
EOG vs HTZ
-92.5%
+214.6%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -8.4% | +9.9% | +2.0% |
| 7D | -11.1% | -14.6% | +3.5% | -10.5% |
| 30D | +2.7% | -20.8% | +23.5% | +3.7% |
| 3M | +8.8% | -18.8% | +27.6% | +9.0% |
| 6M | +10.8% | -74.7% | +85.5% | +18.9% |
| YTD | +44.6% | -68.1% | +112.7% | +50.7% |
| 1Y | +44.6% | -73.5% | +118.1% | +52.8% |
| 3Y | +29.5% | -81.8% | +111.3% | +33.0% |
| 5Y | +96.3% | -95.2% | +191.5% | +131.5% |
| All | +122.1% | -92.5% | +214.6% | +150.2% |
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