+224.7%
HPE vs HTZ
-82.4%
+307.0%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -2.6% | -1.1% | -3.5% |
| 7D | +7.9% | -8.5% | +16.4% | +8.6% |
| 30D | -23.5% | -18.9% | -4.6% | -22.2% |
| 3M | -19.1% | -36.0% | +17.0% | -16.4% |
| 6M | +51.4% | -74.6% | +126.0% | +64.9% |
| YTD | +103.4% | -70.8% | +174.3% | +117.7% |
| 1Y | +114.4% | -75.3% | +189.7% | +131.8% |
| 3Y | +224.7% | -81.6% | +306.2% | +228.4% |
| All | +224.7% | -82.4% | +307.0% | +228.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling