-57.6%
HTZ vs BEN
+42.6%
-100.2%
-80.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +3.5% | -2.2% | -1.0% |
| 7D | +7.5% | +0.2% | +7.2% | +7.2% |
| 30D | +47.4% | -0.5% | +48.0% | +47.1% |
| 3M | -54.9% | +9.7% | -64.6% | -57.4% |
| 6M | -47.0% | +33.9% | -80.9% | -55.7% |
| YTD | -55.3% | +49.0% | -104.2% | -62.7% |
| 1Y | -57.6% | +42.1% | -99.8% | -60.3% |
| All | -57.6% | +42.6% | -100.2% | -60.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 BEN 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