+14.7%
HTZ vs HRB
+19.4%
-4.6%
-40.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3mo.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -20.8% | -0.8% | -20.0% | -20.2% |
| 7D | -7.7% | +10.7% | -18.5% | -13.1% |
| 30D | -13.1% | +29.0% | -42.1% | -27.7% |
| 3M | +14.7% | +21.0% | -6.2% | +0.5% |
| All | +14.7% | +19.4% | -4.6% | +0.5% |
Cumulative growth
Daily Returns
Daily percentage return beside HRB.
Daily Out/Under-Performance
Portfolio return minus HRB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HRB 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 3mo: compounded portfolio wealth divided by compounded HRB 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…
3mo analysis · Full analysis span regression · Available span rolling