+17.8%
HPQ vs HTZ
-82.6%
+100.4%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -8.4% | +5.1% | -2.8% |
| 7D | -1.1% | -14.6% | +13.5% | -0.3% |
| 30D | -11.7% | -20.8% | +9.0% | -10.7% |
| 3M | +2.0% | -18.8% | +20.8% | +2.5% |
| 6M | +35.9% | -74.7% | +110.5% | +45.6% |
| YTD | +32.7% | -68.1% | +100.8% | +38.8% |
| 1Y | +14.3% | -73.5% | +87.8% | +21.0% |
| 3Y | +17.8% | -81.8% | +99.6% | +23.5% |
| All | +17.8% | -82.6% | +100.4% | +23.5% |
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