+195.3%
EQT vs HTZ
-87.1%
+282.4%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -5.3% | +4.4% | -0.6% |
| 7D | -2.0% | -10.4% | +8.4% | -1.4% |
| 30D | +1.0% | -2.4% | +3.4% | +0.8% |
| 3M | +4.0% | -60.9% | +64.9% | +8.7% |
| 6M | -11.7% | -50.2% | +38.6% | -10.1% |
| YTD | +2.8% | -59.7% | +62.5% | +6.2% |
| 1Y | +10.0% | -66.0% | +76.0% | +14.1% |
| 3Y | +34.1% | -87.1% | +121.2% | +54.5% |
| 5Y | +195.3% | -86.9% | +282.1% | +249.8% |
| All | +195.3% | -87.1% | +282.4% | +249.8% |
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