+45.9%
HLT vs HTZ
-60.6%
+106.5%
-13.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +9.2% | -5.7% | +2.8% |
| 7D | +7.7% | +18.9% | -11.3% | +6.3% |
| 30D | +19.1% | +26.3% | -7.1% | +16.8% |
| 3M | +20.7% | +49.7% | -29.0% | +15.5% |
| 6M | +21.0% | -61.1% | +82.1% | +29.3% |
| YTD | +31.3% | -56.0% | +87.3% | +36.6% |
| 1Y | +45.9% | -66.4% | +112.3% | +60.7% |
| All | +45.9% | -60.6% | +106.5% | +60.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling