-13.7%
HAL vs HTZ
-82.6%
+68.8%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -8.4% | +8.1% | +0.2% |
| 7D | -12.0% | -14.6% | +2.6% | -11.3% |
| 30D | +0.3% | -20.8% | +21.1% | +1.3% |
| 3M | -1.6% | -18.8% | +17.2% | -1.3% |
| 6M | -20.5% | -74.7% | +54.2% | -14.3% |
| YTD | +14.2% | -68.1% | +82.3% | +19.4% |
| 1Y | +18.9% | -73.5% | +92.3% | +26.0% |
| 3Y | -13.7% | -81.8% | +68.1% | -13.9% |
| All | -13.7% | -82.6% | +68.8% | -13.9% |
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