+113.0%
HOOD vs HTZ
-95.4%
+208.4%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -8.4% | +11.6% | +4.8% |
| 7D | -4.8% | -14.6% | +9.8% | -2.1% |
| 30D | -26.1% | -20.8% | -5.3% | -23.1% |
| 3M | -10.8% | -18.8% | +8.0% | -9.0% |
| 6M | +2.4% | -74.7% | +77.0% | +26.8% |
| YTD | -28.5% | -68.1% | +39.6% | -17.0% |
| 1Y | -36.3% | -73.5% | +37.2% | -23.4% |
| 3Y | +743.7% | -81.8% | +825.5% | +889.2% |
| All | +113.0% | -95.4% | +208.4% | +295.9% |
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