+27.2%
GH vs HTZ
-89.5%
+116.8%
-87.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.3% | -1.1% | 0.0% |
| 7D | -0.1% | +7.5% | -7.5% | -1.3% |
| 30D | -1.1% | +47.4% | -48.5% | -8.8% |
| 3M | +21.3% | -54.9% | +76.2% | +32.2% |
| 6M | +73.5% | -47.0% | +120.5% | +80.6% |
| YTD | +58.0% | -55.3% | +113.3% | +69.5% |
| 1Y | +163.1% | -57.6% | +220.7% | +177.2% |
| 3Y | +361.0% | -86.6% | +447.6% | +527.5% |
| 5Y | +22.5% | -86.1% | +108.7% | +65.9% |
| All | +27.2% | -89.5% | +116.8% | +81.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling