-91.5%
HTZ vs BN
+53.0%
-144.5%
-95.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.3% | +1.6% | +1.5% |
| 7D | +7.5% | -2.5% | +9.9% | +9.6% |
| 30D | +47.4% | -9.5% | +56.9% | +59.8% |
| 3M | -54.9% | -10.4% | -44.5% | -50.2% |
| 6M | -47.0% | -6.4% | -40.6% | -43.4% |
| YTD | -55.3% | -11.9% | -43.4% | -50.2% |
| 1Y | -57.6% | -8.6% | -49.0% | -54.6% |
| 3Y | -86.6% | +77.6% | -164.2% | -91.9% |
| 5Y | -86.1% | +37.0% | -123.2% | -89.3% |
| All | -91.5% | +53.0% | -144.5% | -94.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling