+40.5%
GEHC vs HTZ
-88.6%
+129.1%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -20.8% | +18.4% | -1.3% |
| 7D | +9.6% | -7.7% | +17.3% | +10.0% |
| 30D | +29.4% | -13.1% | +42.5% | +30.1% |
| 3M | +19.3% | +14.7% | +4.6% | +17.4% |
| 6M | +37.4% | -70.6% | +108.0% | +45.0% |
| YTD | +2.3% | -65.2% | +67.5% | +6.3% |
| 1Y | +11.0% | -73.2% | +84.2% | +16.9% |
| 3Y | +17.6% | -80.8% | +98.5% | +27.9% |
| All | +40.5% | -88.6% | +129.1% | +56.8% |
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