-80.2%
HTZ vs BUD
+51.6%
-131.7%
-85.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -20.8% | +1.8% | -22.6% | -21.8% |
| 7D | -7.7% | +7.1% | -14.9% | -11.6% |
| 30D | -13.1% | +12.7% | -25.8% | -19.3% |
| 3M | +14.7% | 0.0% | +14.7% | +13.7% |
| 6M | -70.6% | +7.6% | -78.2% | -72.7% |
| YTD | -65.2% | +35.0% | -100.2% | -72.9% |
| 1Y | -73.2% | +37.6% | -110.7% | -79.5% |
| All | -80.2% | +51.6% | -131.7% | -87.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling