-93.1%
HTZ vs BN
+38.2%
-131.2%
-95.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.2% | +6.1% | +3.1% | +4.1% |
| 7D | +18.9% | +12.0% | +7.0% | +7.9% |
| 30D | +26.3% | +17.0% | +9.2% | +10.6% |
| 3M | +49.7% | -3.2% | +52.9% | +53.7% |
| 6M | -61.1% | -3.9% | -57.2% | -59.5% |
| YTD | -56.0% | -5.6% | -50.4% | -53.7% |
| 1Y | -66.4% | -4.7% | -61.7% | -64.8% |
| 3Y | -75.8% | +98.4% | -174.2% | -86.8% |
| 5Y | -93.1% | +37.8% | -130.9% | -94.5% |
| All | -93.1% | +38.2% | -131.2% | -94.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BN.
Daily Out/Under-Performance
Portfolio return minus BN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BN 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 BN 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