+108.4%
HCA vs HTZ
-95.4%
+203.8%
-39.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -8.4% | +5.9% | -2.1% |
| 7D | +4.6% | -14.6% | +19.2% | +5.3% |
| 30D | +12.7% | -20.8% | +33.5% | +13.7% |
| 3M | +21.3% | -18.8% | +40.1% | +21.8% |
| 6M | +15.7% | -74.7% | +90.4% | +22.0% |
| YTD | +6.6% | -68.1% | +74.7% | +10.4% |
| 1Y | +5.7% | -73.5% | +79.2% | +10.5% |
| 3Y | +119.2% | -81.8% | +201.1% | +132.8% |
| All | +108.4% | -95.4% | +203.8% | +150.4% |
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 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