+174.2%
EXPE vs HTZ
-86.4%
+260.6%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +1.3% | -3.0% | -1.8% |
| 7D | -9.5% | +7.5% | -17.0% | -9.9% |
| 30D | -6.6% | +47.4% | -54.1% | -9.4% |
| 3M | +31.4% | -54.9% | +86.3% | +36.3% |
| 6M | +35.2% | -47.0% | +82.2% | +37.5% |
| YTD | +5.8% | -55.3% | +61.1% | +9.0% |
| 1Y | +38.7% | -57.6% | +96.3% | +42.1% |
| All | +174.2% | -86.4% | +260.6% | +240.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling