+249.6%
HL vs HTZ
-82.4%
+332.0%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -2.6% | +0.7% | -1.6% |
| 7D | -11.1% | -8.5% | -2.6% | -10.3% |
| 30D | -12.1% | -18.9% | +6.8% | -10.6% |
| 3M | -26.1% | -36.0% | +9.9% | -23.3% |
| 6M | -37.7% | -74.6% | +36.8% | -30.9% |
| YTD | -31.7% | -70.8% | +39.1% | -25.4% |
| 1Y | -11.6% | -75.3% | +63.6% | -2.5% |
| 3Y | +249.6% | -81.6% | +331.2% | +318.9% |
| All | +249.6% | -82.4% | +332.0% | +318.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling