-86.8%
HTZ vs BRKR
-34.6%
-52.1%
-95.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -0.2% | -4.8% | -4.9% |
| 7D | -2.5% | +4.2% | -6.6% | -3.8% |
| 30D | -3.7% | +9.3% | -13.0% | -6.7% |
| 3M | -57.0% | +3.8% | -60.8% | -59.0% |
| 6M | -47.0% | +59.5% | -106.5% | -57.8% |
| YTD | -57.5% | +24.2% | -81.7% | -63.0% |
| 1Y | -63.5% | +90.5% | -153.9% | -72.6% |
| 3Y | -86.3% | -3.8% | -82.6% | -88.1% |
| 5Y | -86.8% | -34.8% | -51.9% | -87.1% |
| All | -86.8% | -34.6% | -52.1% | -87.1% |
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