-86.5%
HTZ vs BR
-2.4%
-84.1%
-91.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -3.4% | +4.7% | +2.1% |
| 7D | +7.5% | -5.3% | +12.8% | +8.9% |
| 30D | +47.4% | +6.4% | +41.0% | +44.6% |
| 3M | -54.9% | +13.6% | -68.5% | -56.7% |
| 6M | -47.0% | -6.7% | -40.3% | -43.7% |
| YTD | -55.3% | -21.1% | -34.2% | -46.3% |
| 1Y | -57.6% | -29.6% | -28.1% | -43.9% |
| All | -86.5% | -2.4% | -84.1% | -88.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling