+6.9%
HON vs HTZ
-89.5%
+96.5%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.3% | -0.4% | +0.9% |
| 7D | -3.6% | +7.5% | -11.1% | -4.0% |
| 30D | -15.3% | +47.4% | -62.7% | -17.6% |
| 3M | -7.9% | -54.9% | +47.0% | -4.8% |
| 6M | -18.1% | -47.0% | +29.0% | -16.5% |
| YTD | +3.8% | -55.3% | +59.1% | +6.7% |
| 1Y | +0.5% | -57.6% | +58.1% | +2.9% |
| 3Y | +19.8% | -86.6% | +106.4% | +33.3% |
| 5Y | +2.9% | -86.1% | +89.0% | +11.3% |
| All | +6.9% | -89.5% | +96.5% | +21.4% |
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