-93.1%
HTZ vs A
+16.3%
-109.4%
-95.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.2% | +1.0% | +8.2% | +8.6% |
| 7D | +18.9% | -2.4% | +21.3% | +20.6% |
| 30D | +26.3% | +3.6% | +22.7% | +23.4% |
| 3M | +49.7% | +27.5% | +22.2% | +29.1% |
| 6M | -61.1% | +58.5% | -119.6% | -71.4% |
| YTD | -56.0% | +31.2% | -87.2% | -63.4% |
| 1Y | -66.4% | +22.2% | -88.6% | -70.8% |
| 3Y | -75.8% | +66.2% | -142.0% | -83.4% |
| 5Y | -93.1% | +16.5% | -109.5% | -94.4% |
| All | -93.1% | +16.3% | -109.4% | -94.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling