+185.8%
HL vs HTZ
-89.5%
+275.3%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +1.3% | -3.8% | -2.7% |
| 7D | +1.5% | +7.5% | -6.0% | +0.6% |
| 30D | +25.1% | +47.4% | -22.4% | +18.2% |
| 3M | +22.9% | -54.9% | +77.8% | +31.3% |
| 6M | -4.9% | -47.0% | +42.1% | -0.9% |
| YTD | +7.8% | -55.3% | +63.1% | +14.5% |
| 1Y | +133.9% | -57.6% | +191.5% | +146.1% |
| 3Y | +380.9% | -86.6% | +467.5% | +462.6% |
| 5Y | +230.2% | -86.1% | +316.3% | +273.5% |
| All | +185.8% | -89.5% | +275.3% | +245.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling