-73.5%
HTZ vs BHP
+49.6%
-123.1%
-80.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.4% | +1.7% | -10.0% | -9.3% |
| 7D | -14.6% | +0.9% | -15.5% | -14.9% |
| 30D | -20.8% | -6.3% | -14.5% | -18.0% |
| 3M | -18.8% | -7.1% | -11.7% | -15.2% |
| 6M | -74.7% | -3.2% | -71.5% | -74.6% |
| YTD | -68.1% | +37.9% | -106.0% | -75.8% |
| 1Y | -73.5% | +49.7% | -123.2% | -81.5% |
| All | -73.5% | +49.6% | -123.1% | -81.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BHP.
Daily Out/Under-Performance
Portfolio return minus BHP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BHP 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 BHP 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