-57.6%
HTZ vs BURL
-9.5%
-48.1%
-80.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BURL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +2.6% | -1.3% | +1.1% |
| 7D | +7.5% | -2.8% | +10.3% | +7.7% |
| 30D | +47.4% | -28.2% | +75.6% | +54.1% |
| 3M | -54.9% | -17.6% | -37.3% | -54.4% |
| 6M | -47.0% | -11.8% | -35.2% | -46.6% |
| YTD | -55.3% | -8.1% | -47.1% | -54.8% |
| 1Y | -57.6% | -12.0% | -45.7% | -57.2% |
| All | -57.6% | -9.5% | -48.1% | -57.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BURL.
Daily Out/Under-Performance
Portfolio return minus BURL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BURL 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 BURL 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