+155.2%
HLT vs HTZ
-89.5%
+244.8%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.3% | -2.3% | -1.1% |
| 7D | -3.3% | +7.5% | -10.8% | -4.0% |
| 30D | -4.1% | +47.4% | -51.5% | -8.3% |
| 3M | -7.9% | -54.9% | +47.0% | -3.2% |
| 6M | +2.2% | -47.0% | +49.2% | +5.0% |
| YTD | +8.5% | -55.3% | +63.7% | +13.1% |
| 1Y | +12.1% | -57.6% | +69.8% | +16.1% |
| 3Y | +107.6% | -86.6% | +194.2% | +146.5% |
| 5Y | +156.4% | -86.1% | +242.5% | +197.1% |
| All | +155.2% | -89.5% | +244.8% | +209.3% |
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