-73.5%
HTZ vs BEN
+54.9%
-128.4%
-80.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.4% | +4.7% | -13.1% | -12.7% |
| 7D | -14.6% | +6.6% | -21.2% | -18.4% |
| 30D | -20.8% | +3.8% | -24.6% | -22.7% |
| 3M | -18.8% | +0.2% | -19.0% | -18.6% |
| 6M | -74.7% | +10.4% | -85.1% | -76.7% |
| YTD | -68.1% | +46.2% | -114.3% | -76.8% |
| 1Y | -73.5% | +52.3% | -125.7% | -81.0% |
| All | -73.5% | +54.9% | -128.4% | -81.0% |
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