-57.6%
HTZ vs A
+21.7%
-79.3%
-80.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.6% | +0.7% | +1.0% |
| 7D | +7.5% | -1.9% | +9.4% | +8.5% |
| 30D | +47.4% | +6.9% | +40.5% | +42.4% |
| 3M | -54.9% | +9.2% | -64.1% | -56.9% |
| 6M | -47.0% | +25.7% | -72.7% | -53.8% |
| YTD | -55.3% | +11.5% | -66.8% | -57.9% |
| 1Y | -57.6% | +18.4% | -76.0% | -57.6% |
| All | -57.6% | +21.7% | -79.3% | -57.6% |
Cumulative growth
Daily Returns
Daily percentage return beside A.
Daily Out/Under-Performance
Portfolio return minus A return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × A 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 A 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