-91.5%
HTZ vs GEN
+25.4%
-116.9%
-95.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -2.2% | +3.5% | +2.1% |
| 7D | +7.5% | -1.2% | +8.7% | +7.9% |
| 30D | +47.4% | +10.1% | +37.3% | +42.2% |
| 3M | -54.9% | +16.1% | -71.0% | -57.7% |
| 6M | -47.0% | +38.9% | -85.9% | -54.4% |
| YTD | -55.3% | +14.4% | -69.7% | -58.2% |
| 1Y | -57.6% | +5.9% | -63.5% | -59.1% |
| 3Y | -86.6% | +58.8% | -145.4% | -89.1% |
| 5Y | -86.1% | +24.7% | -110.8% | -88.7% |
| All | -91.5% | +25.4% | -116.9% | -93.4% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 10y: compounded portfolio wealth divided by compounded GEN 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…
10y analysis · Full analysis span regression · 6 months rolling