+280.4%
GE vs HTZ
-86.4%
+366.8%
-21.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.3% | -0.2% | +1.0% |
| 7D | -1.6% | +7.5% | -9.1% | -1.8% |
| 30D | -11.6% | +47.4% | -59.0% | -13.0% |
| 3M | +3.0% | -54.9% | +57.9% | +5.2% |
| 6M | -0.5% | -47.0% | +46.5% | +1.0% |
| YTD | +9.7% | -55.3% | +65.0% | +11.9% |
| 1Y | +20.0% | -57.6% | +77.7% | +22.3% |
| All | +280.4% | -86.4% | +366.8% | +335.5% |
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 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