-91.5%
HTZ vs BUD
+19.6%
-111.1%
-95.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.2% | +1.2% | +1.2% |
| 7D | +7.5% | +0.3% | +7.2% | +7.3% |
| 30D | +47.4% | -5.7% | +53.1% | +51.1% |
| 3M | -54.9% | +3.1% | -58.0% | -56.5% |
| 6M | -47.0% | +7.9% | -54.9% | -50.2% |
| YTD | -55.3% | +27.3% | -82.6% | -61.9% |
| 1Y | -57.6% | +37.8% | -95.5% | -65.5% |
| 3Y | -86.6% | +49.8% | -136.5% | -89.5% |
| 5Y | -86.1% | +43.8% | -130.0% | -89.5% |
| All | -91.5% | +19.6% | -111.1% | -94.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling