-74.9%
HTZ vs BEN
+64.2%
-139.2%
-85.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.2% | +4.7% | +4.5% | +5.8% |
| 7D | +18.9% | +6.7% | +12.2% | +13.7% |
| 30D | +26.3% | +3.0% | +23.2% | +23.6% |
| 3M | +49.7% | -4.3% | +54.0% | +53.6% |
| 6M | -61.1% | +16.4% | -77.5% | -64.9% |
| YTD | -56.0% | +46.8% | -102.8% | -66.1% |
| 1Y | -66.4% | +57.3% | -123.8% | -75.4% |
| All | -74.9% | +64.2% | -139.2% | -82.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling