+52.4%
GEV vs HTZ
-60.6%
+113.0%
-30.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | +9.2% | -18.5% | -9.5% |
| 7D | -5.1% | +18.9% | -24.1% | -5.6% |
| 30D | -15.8% | +26.3% | -42.1% | -16.5% |
| 3M | -18.2% | +49.7% | -67.9% | -19.4% |
| 6M | -22.4% | -61.1% | +38.7% | -18.5% |
| YTD | +27.7% | -56.0% | +83.8% | +27.0% |
| 1Y | +52.4% | -66.4% | +118.8% | +61.6% |
| All | +52.4% | -60.6% | +113.0% | +61.6% |
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