-93.1%
HTZ vs GEN
+35.1%
-128.2%
-95.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.2% | +4.0% | +5.2% | +7.8% |
| 7D | +18.9% | +26.9% | -7.9% | +9.2% |
| 30D | +26.3% | +38.6% | -12.4% | +12.4% |
| 3M | +49.7% | +9.7% | +39.9% | +43.2% |
| 6M | -61.1% | +58.9% | -120.0% | -68.9% |
| YTD | -56.0% | +15.3% | -71.4% | -59.4% |
| 1Y | -66.4% | +21.8% | -88.2% | -69.7% |
| 3Y | -75.8% | +85.8% | -161.6% | -82.0% |
| 5Y | -93.1% | +37.4% | -130.4% | -94.7% |
| All | -93.1% | +35.1% | -128.2% | -94.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling