+189.8%
HOOD vs HTZ
-85.9%
+275.7%
-85.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +1.3% | -3.4% | -2.3% |
| 7D | +17.1% | +7.5% | +9.6% | +15.5% |
| 30D | +31.6% | +47.4% | -15.9% | +20.2% |
| 3M | +38.2% | -54.9% | +93.1% | +53.1% |
| 6M | +48.5% | -47.0% | +95.5% | +57.7% |
| YTD | +8.0% | -55.3% | +63.2% | +17.8% |
| 1Y | +18.7% | -57.6% | +76.3% | +28.3% |
| 3Y | +999.1% | -86.6% | +1,085.7% | +1,420.2% |
| All | +189.8% | -85.9% | +275.7% | +327.3% |
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