+43.9%
EXC vs HTZ
-94.7%
+138.7%
-29.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -20.8% | +21.4% | +1.1% |
| 7D | +1.4% | -7.7% | +9.1% | +1.4% |
| 30D | +11.6% | -13.1% | +24.7% | +11.9% |
| 3M | +2.7% | +14.7% | -12.1% | +1.9% |
| 6M | +2.7% | -70.6% | +73.3% | +5.0% |
| YTD | +9.7% | -65.2% | +74.9% | +11.3% |
| 1Y | +4.5% | -73.2% | +77.7% | +6.8% |
| 3Y | +28.5% | -80.8% | +109.3% | +32.4% |
| 5Y | +43.9% | -94.8% | +138.7% | +58.6% |
| All | +43.9% | -94.7% | +138.7% | +58.6% |
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 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