-86.5%
HTZ vs EQX
+166.3%
-252.9%
-91.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EQX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -2.4% | +3.7% | +1.7% |
| 7D | +7.5% | -1.4% | +8.9% | +7.7% |
| 30D | +47.4% | +24.4% | +23.1% | +42.6% |
| 3M | -54.9% | +11.6% | -66.5% | -56.0% |
| 6M | -47.0% | -25.0% | -22.0% | -46.6% |
| YTD | -55.3% | -8.4% | -46.9% | -55.7% |
| 1Y | -57.6% | +43.4% | -101.0% | -59.7% |
| All | -86.5% | +166.3% | -252.9% | -88.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling