-13.5%
HAL vs HTZ
-81.0%
+67.5%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -20.8% | +17.5% | -2.1% |
| 7D | -11.1% | -7.7% | -3.4% | -10.8% |
| 30D | -2.4% | -13.1% | +10.7% | -1.9% |
| 3M | +0.8% | +14.7% | -14.0% | -1.4% |
| 6M | -22.8% | -70.6% | +47.8% | -17.6% |
| YTD | +14.5% | -65.2% | +79.7% | +19.2% |
| 1Y | +20.2% | -73.2% | +93.4% | +27.6% |
| All | -13.5% | -81.0% | +67.5% | -14.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling