-91.6%
HTZ vs BUD
+24.6%
-116.2%
-95.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.2% | +3.1% | +6.1% | +7.6% |
| 7D | +18.9% | +3.3% | +15.6% | +16.8% |
| 30D | +26.3% | +11.8% | +14.4% | +19.0% |
| 3M | +49.7% | -1.1% | +50.8% | +49.4% |
| 6M | -61.1% | +14.9% | -76.0% | -64.8% |
| YTD | -56.0% | +32.6% | -88.6% | -63.4% |
| 1Y | -66.4% | +37.2% | -103.6% | -72.6% |
| 3Y | -75.8% | +48.8% | -124.6% | -81.0% |
| 5Y | -93.1% | +50.7% | -143.8% | -94.8% |
| All | -91.6% | +24.6% | -116.2% | -94.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 10y: compounded portfolio wealth divided by compounded BUD 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…
10y analysis · Full analysis span regression · 6 months rolling