+15.7%
GEHC vs HTZ
-60.6%
+76.4%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | +9.2% | -2.8% | +6.1% |
| 7D | +13.2% | +18.9% | -5.8% | +12.6% |
| 30D | +30.6% | +26.3% | +4.3% | +29.6% |
| 3M | +22.2% | +49.7% | -27.5% | +20.0% |
| 6M | +40.8% | -61.1% | +101.9% | +48.8% |
| YTD | +4.8% | -56.0% | +60.9% | +7.5% |
| 1Y | +15.7% | -66.4% | +82.1% | +24.2% |
| All | +15.7% | -60.6% | +76.4% | +24.2% |
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