+12.3%
HON vs HTZ
-92.5%
+104.8%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -8.4% | +10.4% | +2.4% |
| 7D | +0.8% | -14.6% | +15.4% | +1.6% |
| 30D | +5.7% | -20.8% | +26.5% | +6.9% |
| 3M | -8.3% | -18.8% | +10.5% | -7.9% |
| 6M | -2.4% | -74.7% | +72.3% | +3.9% |
| YTD | +9.0% | -68.1% | +77.1% | +13.8% |
| 1Y | +9.2% | -73.5% | +82.7% | +15.1% |
| 3Y | +26.3% | -81.8% | +108.1% | +32.5% |
| 5Y | +9.1% | -95.2% | +104.4% | +25.8% |
| All | +12.3% | -92.5% | +104.8% | +29.5% |
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