+3.4%
EXC vs HTZ
-60.6%
+64.0%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +9.2% | -7.6% | +1.7% |
| 7D | +3.3% | +18.9% | -15.7% | +3.4% |
| 30D | +13.3% | +26.3% | -13.0% | +13.6% |
| 3M | +1.8% | +49.7% | -47.8% | +2.7% |
| 6M | +1.1% | -61.1% | +62.2% | +0.1% |
| YTD | +9.0% | -56.0% | +65.1% | +7.7% |
| 1Y | +3.4% | -66.4% | +69.8% | +3.1% |
| All | +3.4% | -60.6% | +64.0% | +3.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling