-66.4%
HTZ vs BTG
+24.4%
-90.8%
-80.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.2% | +8.7% | +0.5% | +5.9% |
| 7D | +18.9% | -0.2% | +19.1% | +18.8% |
| 30D | +26.3% | -0.8% | +27.0% | +25.6% |
| 3M | +49.7% | +31.8% | +17.8% | +31.9% |
| 6M | -61.1% | +20.4% | -81.5% | -64.9% |
| YTD | -56.0% | +14.7% | -70.8% | -61.7% |
| 1Y | -66.4% | +29.4% | -95.8% | -72.5% |
| All | -66.4% | +24.4% | -90.8% | -72.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BTG.
Daily Out/Under-Performance
Portfolio return minus BTG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTG 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 BTG 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