-91.5%
HTZ vs BB
-36.8%
-54.7%
-95.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | 0.0% | +1.3% | +1.3% |
| 7D | +7.5% | -5.6% | +13.1% | +9.2% |
| 30D | +47.4% | -11.8% | +59.2% | +51.9% |
| 3M | -54.9% | -25.5% | -29.4% | -52.4% |
| 6M | -47.0% | +121.3% | -168.3% | -61.1% |
| YTD | -55.3% | +103.2% | -158.4% | -66.3% |
| 1Y | -57.6% | +102.6% | -160.3% | -68.6% |
| 3Y | -86.6% | +37.5% | -124.1% | -89.8% |
| 5Y | -86.1% | -30.4% | -55.7% | -88.4% |
| All | -91.5% | -36.8% | -54.7% | -93.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BB.
Daily Out/Under-Performance
Portfolio return minus BB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BB 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 BB 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