-94.1%
HTZ vs BRKR
-22.6%
-71.5%
-94.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.0% | -6.5% | -1.5% | -5.7% |
| 7D | -27.5% | +10.2% | -37.7% | -29.6% |
| 30D | -21.9% | +5.8% | -27.7% | -23.2% |
| 3M | -29.2% | +10.6% | -39.8% | -32.0% |
| 6M | -75.2% | +41.2% | -116.4% | -79.4% |
| YTD | -70.8% | +32.5% | -103.4% | -75.3% |
| 1Y | -76.1% | +53.3% | -129.4% | -80.8% |
| 3Y | -82.5% | +8.9% | -91.5% | -85.6% |
| 5Y | -94.1% | -22.3% | -71.7% | -94.8% |
| All | -94.1% | -22.6% | -71.5% | -94.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BRKR.
Daily Out/Under-Performance
Portfolio return minus BRKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BRKR 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 BRKR 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