+3.7%
F vs HTZ
-60.6%
+64.3%
-32.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +9.2% | -6.3% | +2.1% |
| 7D | +6.0% | +18.9% | -12.9% | +4.5% |
| 30D | +4.3% | +26.3% | -22.0% | +2.0% |
| 3M | -10.1% | +49.7% | -59.7% | -14.3% |
| 6M | +12.8% | -61.1% | +73.9% | +25.0% |
| YTD | -0.1% | -56.0% | +55.9% | +7.7% |
| 1Y | +3.7% | -66.4% | +70.1% | +19.5% |
| All | +3.7% | -60.6% | +64.3% | +19.5% |
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