+50.0%
EXPE vs HTZ
-60.6%
+110.6%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.5% | +9.2% | +1.4% | +10.1% |
| 7D | +14.6% | +18.9% | -4.3% | +13.9% |
| 30D | +21.4% | +26.3% | -4.8% | +20.2% |
| 3M | +1.4% | +49.7% | -48.3% | -0.2% |
| 6M | +28.6% | -61.1% | +89.7% | +34.8% |
| YTD | +12.1% | -56.0% | +68.2% | +13.2% |
| 1Y | +50.0% | -66.4% | +116.4% | +78.6% |
| All | +50.0% | -60.6% | +110.6% | +78.6% |
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 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