-93.4%
HTZ vs BEN
+29.6%
-122.9%
-95.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -20.8% | -4.9% | -15.9% | -17.0% |
| 7D | -7.7% | -0.4% | -7.3% | -6.5% |
| 30D | -13.1% | -0.7% | -12.4% | -11.7% |
| 3M | +14.7% | -6.8% | +21.6% | +21.3% |
| 6M | -70.6% | +7.9% | -78.5% | -71.9% |
| YTD | -65.2% | +39.6% | -104.8% | -72.4% |
| 1Y | -73.2% | +48.5% | -121.7% | -79.7% |
| 3Y | -80.8% | +55.7% | -136.5% | -86.3% |
| 5Y | -94.8% | +15.1% | -109.9% | -95.3% |
| All | -93.4% | +29.6% | -122.9% | -94.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling