+13.8%
HPQ vs HTZ
-93.2%
+107.0%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -8.0% | +8.6% | +1.3% |
| 7D | +0.5% | -27.5% | +28.1% | +3.2% |
| 30D | -5.9% | -21.9% | +16.0% | -4.1% |
| 3M | -3.7% | -29.2% | +25.5% | -1.8% |
| 6M | +28.1% | -75.2% | +103.3% | +41.7% |
| YTD | +32.5% | -70.8% | +103.3% | +42.5% |
| 1Y | +18.1% | -76.1% | +94.2% | +29.5% |
| 3Y | +16.4% | -82.5% | +98.9% | +22.9% |
| 5Y | +8.9% | -94.1% | +103.0% | +32.3% |
| All | +13.8% | -93.2% | +107.0% | +35.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling