-2.3%
F vs HTZ
-77.9%
+75.6%
-32.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -8.0% | +7.2% | -0.1% |
| 7D | +1.0% | -27.5% | +28.5% | +3.4% |
| 30D | +2.1% | -21.9% | +24.0% | +3.8% |
| 3M | -10.3% | -29.2% | +19.0% | -8.6% |
| 6M | +3.3% | -75.2% | +78.5% | +18.8% |
| YTD | -2.0% | -70.8% | +68.8% | +9.0% |
| 1Y | -2.3% | -76.1% | +73.8% | +14.2% |
| All | -2.3% | -77.9% | +75.6% | +14.2% |
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