+63.8%
EXC vs HTZ
-89.5%
+153.3%
-29.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.3% | -2.4% | -1.1% |
| 7D | +0.3% | +7.5% | -7.2% | +0.1% |
| 30D | -3.7% | +47.4% | -51.2% | -4.8% |
| 3M | -1.3% | -54.9% | +53.6% | +0.2% |
| 6M | -9.7% | -47.0% | +37.3% | -9.1% |
| YTD | +2.9% | -55.3% | +58.1% | +4.0% |
| 1Y | +4.4% | -57.6% | +62.0% | +5.2% |
| 3Y | +22.2% | -86.6% | +108.8% | +29.6% |
| 5Y | +46.7% | -86.1% | +132.8% | +54.9% |
| All | +63.8% | -89.5% | +153.3% | +76.1% |
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 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