-91.5%
HTZ vs BEN
+38.3%
-129.8%
-95.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +3.5% | -2.2% | -1.3% |
| 7D | +7.5% | +0.2% | +7.2% | +7.1% |
| 30D | +47.4% | -0.5% | +48.0% | +46.9% |
| 3M | -54.9% | +9.7% | -64.6% | -57.7% |
| 6M | -47.0% | +33.9% | -80.9% | -57.2% |
| YTD | -55.3% | +49.0% | -104.2% | -66.6% |
| 1Y | -57.6% | +42.1% | -99.8% | -67.5% |
| 3Y | -86.6% | +51.9% | -138.5% | -90.3% |
| 5Y | -86.1% | +39.0% | -125.2% | -89.4% |
| All | -91.5% | +38.3% | -129.8% | -93.3% |
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 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