-86.4%
HTZ vs EXPD
+61.6%
-147.9%
-95.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.9% | +0.4% | +0.7% |
| 7D | +7.5% | -1.1% | +8.6% | +8.2% |
| 30D | +47.4% | +4.1% | +43.4% | +43.1% |
| 3M | -54.9% | +17.9% | -72.8% | -60.0% |
| 6M | -47.0% | +29.2% | -76.2% | -56.4% |
| YTD | -55.3% | +27.4% | -82.6% | -63.3% |
| 1Y | -57.6% | +56.8% | -114.5% | -70.1% |
| 3Y | -86.6% | +68.0% | -154.6% | -91.0% |
| All | -86.4% | +61.6% | -147.9% | -91.6% |
Cumulative growth
Daily Returns
Daily percentage return beside EXPD.
Daily Out/Under-Performance
Portfolio return minus EXPD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXPD 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 5y: compounded portfolio wealth divided by compounded EXPD 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…
5y analysis · Full analysis span regression · 6 months rolling