+8.5%
HD vs HTZ
-93.6%
+102.1%
-34.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +9.3% | -9.2% | -0.6% |
| 7D | -1.2% | -27.4% | +26.3% | +0.9% |
| 30D | +20.9% | -11.4% | +32.2% | +21.6% |
| 3M | -0.2% | -33.1% | +32.9% | +2.0% |
| 6M | +14.5% | -73.5% | +88.0% | +23.5% |
| YTD | +4.3% | -68.1% | +72.4% | +9.9% |
| 1Y | -3.5% | -74.3% | +70.8% | +3.4% |
| 3Y | +30.1% | -80.9% | +111.0% | +37.2% |
| 5Y | +8.5% | -93.8% | +102.3% | +29.6% |
| All | +8.5% | -93.6% | +102.1% | +29.6% |
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