+43.5%
F vs HTZ
-82.6%
+126.0%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -8.4% | +7.7% | 0.0% |
| 7D | +1.6% | -14.6% | +16.1% | +2.6% |
| 30D | +2.6% | -20.8% | +23.4% | +4.2% |
| 3M | -8.8% | -18.8% | +10.0% | -8.2% |
| 6M | +4.6% | -74.7% | +79.3% | +15.0% |
| YTD | -1.9% | -68.1% | +66.2% | +5.0% |
| 1Y | -0.8% | -73.5% | +72.7% | +7.6% |
| 3Y | +43.5% | -81.8% | +125.3% | +65.4% |
| All | +43.5% | -82.6% | +126.0% | +65.4% |
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