-93.4%
HTZ vs GEN
+25.2%
-118.6%
-95.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -20.8% | -0.9% | -19.9% | -20.5% |
| 7D | -7.7% | +8.5% | -16.2% | -10.1% |
| 30D | -13.1% | +34.2% | -47.3% | -21.4% |
| 3M | +14.7% | +10.0% | +4.8% | +10.0% |
| 6M | -70.6% | +56.8% | -127.4% | -76.1% |
| YTD | -65.2% | +14.2% | -79.4% | -67.6% |
| 1Y | -73.2% | +20.8% | -94.0% | -75.6% |
| 3Y | -80.8% | +84.1% | -164.9% | -85.4% |
| 5Y | -94.8% | +37.1% | -131.9% | -95.8% |
| All | -93.4% | +25.2% | -118.6% | -94.9% |
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