+526.6%
GEV vs HTZ
-80.5%
+607.1%
-38.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -6.1% | +7.4% | +1.4% |
| 7D | +6.2% | -14.0% | +20.2% | +6.6% |
| 30D | -18.4% | -19.8% | +1.4% | -18.0% |
| 3M | -21.2% | -45.0% | +23.8% | -20.4% |
| 6M | -23.6% | -73.2% | +49.7% | -21.6% |
| YTD | +25.5% | -70.0% | +95.6% | +27.8% |
| 1Y | +42.6% | -75.7% | +118.3% | +45.7% |
| All | +526.6% | -80.5% | +607.1% | +480.3% |
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