-93.1%
HTZ vs HAS
+57.3%
-150.4%
-95.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.2% | +3.1% | +6.1% | +7.3% |
| 7D | +18.9% | +2.4% | +16.5% | +17.3% |
| 30D | +26.3% | +31.6% | -5.4% | +6.7% |
| 3M | +49.7% | +33.9% | +15.8% | +25.1% |
| 6M | -61.1% | +31.4% | -92.5% | -67.6% |
| YTD | -56.0% | +51.6% | -107.7% | -67.3% |
| 1Y | -66.4% | +65.2% | -131.6% | -76.5% |
| 3Y | -75.8% | +188.7% | -264.5% | -88.6% |
| 5Y | -93.1% | +55.7% | -148.8% | -95.1% |
| All | -93.1% | +57.3% | -150.4% | -95.1% |
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