+42.5%
HAL vs HTZ
-94.7%
+137.3%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -20.8% | +17.5% | -1.5% |
| 7D | -11.1% | -7.7% | -3.4% | -10.7% |
| 30D | -2.4% | -13.1% | +10.7% | -1.7% |
| 3M | +0.8% | +14.7% | -14.0% | -2.3% |
| 6M | -22.8% | -70.6% | +47.8% | -15.7% |
| YTD | +14.5% | -65.2% | +79.7% | +21.0% |
| 1Y | +20.2% | -73.2% | +93.4% | +30.5% |
| 3Y | -15.2% | -80.8% | +65.6% | -11.2% |
| 5Y | +42.5% | -94.8% | +137.3% | +86.2% |
| All | +42.5% | -94.7% | +137.3% | +86.2% |
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