+16.1%
HON vs HTZ
-92.5%
+108.7%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +9.3% | -9.6% | -0.8% |
| 7D | -0.4% | -27.4% | +27.1% | +1.3% |
| 30D | +8.6% | -11.4% | +19.9% | +9.1% |
| 3M | -0.8% | -33.1% | +32.3% | +0.9% |
| 6M | -0.1% | -73.5% | +73.4% | +6.0% |
| YTD | +12.8% | -68.1% | +80.9% | +17.7% |
| 1Y | +10.4% | -74.3% | +84.7% | +16.6% |
| 3Y | +30.5% | -80.9% | +111.4% | +36.0% |
| 5Y | +15.0% | -93.8% | +108.8% | +31.0% |
| All | +16.1% | -92.5% | +108.7% | +33.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling