+97.7%
GOOG vs HTZ
-94.4%
+192.1%
-44.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.6% | +1.6% | -0.8% |
| 7D | +3.0% | -8.5% | +11.6% | +3.5% |
| 30D | -14.9% | -18.9% | +4.0% | -14.1% |
| 3M | -14.9% | -36.0% | +21.1% | -13.1% |
| 6M | -26.6% | -74.6% | +48.0% | -21.4% |
| YTD | -6.6% | -70.8% | +64.2% | -1.6% |
| 1Y | +5.1% | -75.3% | +80.4% | +11.8% |
| 3Y | +121.0% | -81.6% | +202.5% | +131.5% |
| All | +97.7% | -94.4% | +192.1% | +154.4% |
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