+15.5%
GEHC vs HTZ
-85.3%
+100.8%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.3% | -2.6% | -1.3% |
| 7D | -4.0% | +7.5% | -11.5% | -4.4% |
| 30D | -2.0% | +47.4% | -49.4% | -4.5% |
| 3M | +8.0% | -54.9% | +62.9% | +11.6% |
| 6M | -12.8% | -47.0% | +34.2% | -11.1% |
| YTD | -15.9% | -55.3% | +39.3% | -13.6% |
| 1Y | -6.9% | -57.6% | +50.7% | -4.7% |
| 3Y | 0.0% | -86.6% | +86.6% | +18.0% |
| All | +15.5% | -85.3% | +100.8% | +27.5% |
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 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