+129.2%
HPE vs HTZ
-58.1%
+187.3%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +1.3% | -5.8% | -4.6% |
| 7D | -0.6% | +7.5% | -8.1% | -1.1% |
| 30D | -2.3% | +47.4% | -49.7% | -5.7% |
| 3M | -2.9% | -54.9% | +52.0% | +0.8% |
| 6M | +143.6% | -47.0% | +190.6% | +150.0% |
| YTD | +118.5% | -55.3% | +173.8% | +125.6% |
| 1Y | +129.2% | -57.6% | +186.8% | +136.3% |
| All | +129.2% | -58.1% | +187.3% | +136.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling