-61.5%
HTZ vs EQX
+29.3%
-90.8%
-80.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -2.4% | +3.7% | +1.9% |
| 7D | +7.5% | -1.4% | +8.9% | +7.7% |
| 30D | +47.4% | +24.4% | +23.1% | +40.1% |
| 3M | -54.9% | +11.6% | -66.5% | -57.0% |
| 6M | -47.0% | -25.0% | -22.0% | -48.9% |
| YTD | -55.3% | -8.4% | -46.9% | -56.1% |
| All | -61.5% | +29.3% | -90.8% | -55.4% |
Cumulative growth
Daily Returns
Daily percentage return beside EQX.
Daily Out/Under-Performance
Portfolio return minus EQX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQX 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 EQX 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