+20.7%
GM vs HTZ
-75.7%
+96.4%
-16.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.6% | +2.3% | -0.1% |
| 7D | -0.2% | -8.5% | +8.4% | +0.5% |
| 30D | +3.6% | -18.9% | +22.5% | +5.2% |
| 3M | -0.2% | -36.0% | +35.8% | +2.9% |
| 6M | +13.9% | -74.6% | +88.5% | +29.2% |
| YTD | +6.5% | -70.8% | +77.3% | +15.9% |
| 1Y | +20.7% | -75.3% | +95.9% | +39.2% |
| All | +20.7% | -75.7% | +96.4% | +39.2% |
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