+35.7%
HST vs HTZ
-58.1%
+93.8%
-15.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.3% | -1.0% | +0.2% |
| 7D | -1.0% | +7.5% | -8.5% | -1.2% |
| 30D | -12.3% | +47.4% | -59.7% | -13.0% |
| 3M | -6.4% | -54.9% | +48.5% | -2.6% |
| 6M | +15.0% | -47.0% | +62.0% | +18.3% |
| YTD | +30.5% | -55.3% | +85.8% | +35.1% |
| 1Y | +35.7% | -57.6% | +93.3% | +41.1% |
| All | +35.7% | -58.1% | +93.8% | +41.1% |
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