+44.9%
HBAN vs HTZ
-90.1%
+135.0%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -5.0% | +3.4% | -1.0% |
| 7D | +2.1% | -2.5% | +4.5% | +2.3% |
| 30D | -4.5% | -3.7% | -0.8% | -4.7% |
| 3M | +2.6% | -57.0% | +59.5% | +9.6% |
| 6M | +4.7% | -47.0% | +51.7% | +8.0% |
| YTD | -1.5% | -57.5% | +56.0% | +4.2% |
| 1Y | -1.9% | -63.5% | +61.5% | +4.2% |
| 3Y | +75.2% | -86.3% | +161.5% | +105.8% |
| 5Y | +37.2% | -86.8% | +123.9% | +53.8% |
| All | +44.9% | -90.1% | +135.0% | +77.0% |
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