-66.4%
HTZ vs BR
-14.2%
-52.2%
-80.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.2% | +3.0% | +6.2% | +10.2% |
| 7D | +18.9% | +7.0% | +12.0% | +21.7% |
| 30D | +26.3% | +19.0% | +7.3% | +35.4% |
| 3M | +49.7% | +13.1% | +36.6% | +57.7% |
| 6M | -61.1% | +24.6% | -85.7% | -55.4% |
| YTD | -56.0% | -13.6% | -42.4% | -49.9% |
| 1Y | -66.4% | -13.1% | -53.3% | -63.6% |
| All | -66.4% | -14.2% | -52.2% | -63.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BR.
Daily Out/Under-Performance
Portfolio return minus BR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BR 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 BR 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