-66.4%
HTZ vs GFI
+6.9%
-73.4%
-80.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GFI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.2% | +6.3% | +2.8% | +7.0% |
| 7D | +18.9% | +1.4% | +17.5% | +18.2% |
| 30D | +26.3% | +3.0% | +23.3% | +24.3% |
| 3M | +49.7% | +10.2% | +39.5% | +43.2% |
| 6M | -61.1% | -10.1% | -51.0% | -60.6% |
| YTD | -56.0% | -11.4% | -44.6% | -56.4% |
| 1Y | -66.4% | +8.4% | -74.8% | -68.1% |
| All | -66.4% | +6.9% | -73.4% | -68.1% |
Cumulative growth
Daily Returns
Daily percentage return beside GFI.
Daily Out/Under-Performance
Portfolio return minus GFI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GFI 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 1y: compounded portfolio wealth divided by compounded GFI 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…
1y analysis · Full analysis span regression · 6 months rolling