+52.9%
HAL vs HTZ
-92.5%
+145.4%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +9.3% | -6.0% | +2.5% |
| 7D | -0.2% | -27.4% | +27.2% | +2.4% |
| 30D | +1.0% | -11.4% | +12.4% | +1.5% |
| 3M | -2.1% | -33.1% | +30.9% | +0.3% |
| 6M | -17.5% | -73.5% | +56.0% | -9.0% |
| YTD | +18.1% | -68.1% | +86.2% | +25.7% |
| 1Y | +19.7% | -74.3% | +94.0% | +30.3% |
| 3Y | -7.9% | -80.9% | +73.0% | -5.1% |
| 5Y | +53.1% | -93.8% | +146.9% | +83.2% |
| All | +52.9% | -92.5% | +145.4% | +77.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling