+38.6%
HBAN vs HTZ
-92.5%
+131.2%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +9.3% | -9.1% | -0.7% |
| 7D | -1.1% | -27.4% | +26.3% | +2.0% |
| 30D | +3.1% | -11.4% | +14.5% | +3.9% |
| 3M | -9.8% | -33.1% | +23.3% | -6.9% |
| 6M | +1.4% | -73.5% | +74.9% | +13.5% |
| YTD | -5.8% | -68.1% | +62.3% | +2.0% |
| 1Y | +4.2% | -74.3% | +78.5% | +15.6% |
| 3Y | +74.9% | -80.9% | +155.8% | +86.6% |
| 5Y | +21.7% | -93.8% | +115.5% | +51.8% |
| All | +38.6% | -92.5% | +131.2% | +73.4% |
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 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