+39.0%
HBAN vs HTZ
-92.6%
+131.6%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -0.6% | +3.5% | +3.0% |
| 7D | -0.6% | -16.4% | +15.8% | +1.0% |
| 30D | +3.9% | -15.1% | +19.0% | +5.2% |
| 3M | -8.4% | -28.2% | +19.8% | -6.3% |
| 6M | +0.6% | -73.1% | +73.7% | +12.5% |
| YTD | -5.5% | -68.3% | +62.7% | +2.4% |
| 1Y | +5.4% | -75.2% | +80.6% | +17.4% |
| 3Y | +76.7% | -81.1% | +157.9% | +89.0% |
| 5Y | +25.1% | -95.0% | +120.1% | +57.8% |
| All | +39.0% | -92.6% | +131.6% | +74.1% |
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 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