+12.0%
HON vs HTZ
-94.4%
+106.4%
-23.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.6% | +2.5% | 0.0% |
| 7D | +1.4% | -8.5% | +9.9% | +1.9% |
| 30D | +7.5% | -18.9% | +26.4% | +8.6% |
| 3M | -4.3% | -36.0% | +31.7% | -2.3% |
| 6M | -1.5% | -74.6% | +73.0% | +4.9% |
| YTD | +10.5% | -70.8% | +81.4% | +16.1% |
| 1Y | +8.5% | -75.3% | +83.8% | +15.1% |
| 3Y | +28.0% | -81.6% | +109.6% | +34.7% |
| All | +12.0% | -94.4% | +106.4% | +32.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling