-86.4%
HTZ vs HAS
+13.4%
-99.8%
-95.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.5% | +1.8% | +1.6% |
| 7D | +7.5% | -1.8% | +9.3% | +8.6% |
| 30D | +47.4% | +2.3% | +45.2% | +45.4% |
| 3M | -54.9% | +10.4% | -65.3% | -57.9% |
| 6M | -47.0% | -3.2% | -43.8% | -47.2% |
| YTD | -55.3% | +15.4% | -70.7% | -60.4% |
| 1Y | -57.6% | +18.8% | -76.4% | -63.4% |
| 3Y | -86.6% | +43.9% | -130.5% | -90.2% |
| All | -86.4% | +13.4% | -99.8% | -88.0% |
Cumulative growth
Daily Returns
Daily percentage return beside HAS.
Daily Out/Under-Performance
Portfolio return minus HAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HAS 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 HAS 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