-93.1%
HTZ vs BEN
+17.0%
-110.0%
-95.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.2% | +4.7% | +4.5% | +5.6% |
| 7D | +18.9% | +6.7% | +12.2% | +13.5% |
| 30D | +26.3% | +3.0% | +23.2% | +23.5% |
| 3M | +49.7% | -4.3% | +54.0% | +53.7% |
| 6M | -61.1% | +16.4% | -77.5% | -65.1% |
| YTD | -56.0% | +46.8% | -102.8% | -66.7% |
| 1Y | -66.4% | +57.3% | -123.8% | -75.9% |
| 3Y | -75.8% | +63.7% | -139.5% | -83.5% |
| 5Y | -93.1% | +19.8% | -112.8% | -93.5% |
| All | -93.1% | +17.0% | -110.0% | -93.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling