-93.9%
HTZ vs BEN
+35.7%
-129.6%
-95.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.4% | +4.7% | -13.1% | -12.0% |
| 7D | -14.6% | +6.6% | -21.2% | -18.1% |
| 30D | -20.8% | +3.8% | -24.6% | -22.6% |
| 3M | -18.8% | +0.2% | -19.0% | -18.8% |
| 6M | -74.7% | +10.4% | -85.1% | -76.3% |
| YTD | -68.1% | +46.2% | -114.3% | -75.7% |
| 1Y | -73.5% | +52.3% | -125.7% | -80.4% |
| 3Y | -81.8% | +65.9% | -147.8% | -87.7% |
| 5Y | -95.2% | +20.6% | -115.8% | -95.9% |
| All | -93.9% | +35.7% | -129.6% | -95.2% |
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