+405.9%
GE vs HTZ
-94.3%
+500.2%
-43.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -6.1% | +2.6% | -3.1% |
| 7D | +5.1% | -14.0% | +19.1% | +6.1% |
| 30D | +7.6% | -19.8% | +27.3% | +8.9% |
| 3M | -9.3% | -45.0% | +35.7% | -6.1% |
| 6M | +11.5% | -73.2% | +84.8% | +19.8% |
| YTD | +7.9% | -70.0% | +77.9% | +14.2% |
| 1Y | +7.6% | -75.7% | +83.4% | +15.6% |
| 3Y | +265.9% | -82.1% | +347.9% | +287.6% |
| 5Y | +405.9% | -94.3% | +500.2% | +566.7% |
| All | +405.9% | -94.3% | +500.2% | +566.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling