+91.9%
GOOG vs HTZ
-95.4%
+187.3%
-44.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -8.4% | +9.2% | +1.3% |
| 7D | +2.1% | -14.6% | +16.6% | +2.8% |
| 30D | -18.3% | -20.8% | +2.5% | -17.4% |
| 3M | -20.3% | -18.8% | -1.5% | -20.0% |
| 6M | -28.1% | -74.7% | +46.6% | -22.8% |
| YTD | -9.3% | -68.1% | +58.8% | -4.9% |
| 1Y | -0.2% | -73.5% | +73.2% | +5.8% |
| 3Y | +118.0% | -81.8% | +199.9% | +132.4% |
| All | +91.9% | -95.4% | +187.3% | +146.5% |
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