-74.9%
HTZ vs DRI
+69.6%
-144.5%
-85.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.2% | +5.1% | +4.1% | +6.0% |
| 7D | +18.9% | +6.5% | +12.5% | +14.5% |
| 30D | +26.3% | +16.4% | +9.8% | +15.0% |
| 3M | +49.7% | +13.6% | +36.0% | +39.4% |
| 6M | -61.1% | +22.0% | -83.1% | -65.3% |
| YTD | -56.0% | +29.3% | -85.3% | -62.4% |
| 1Y | -66.4% | +32.0% | -98.4% | -71.7% |
| All | -74.9% | +69.6% | -144.5% | -84.4% |
Cumulative growth
Daily Returns
Daily percentage return beside DRI.
Daily Out/Under-Performance
Portfolio return minus DRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DRI 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 DRI 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