-86.5%
HTZ vs IBN
+32.1%
-118.6%
-91.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.7% | +2.0% | +1.7% |
| 7D | +7.5% | +1.4% | +6.1% | +6.8% |
| 30D | +47.4% | -0.3% | +47.8% | +47.8% |
| 3M | -54.9% | +17.1% | -72.0% | -58.9% |
| 6M | -47.0% | +3.4% | -50.4% | -48.2% |
| YTD | -55.3% | +2.5% | -57.8% | -56.1% |
| 1Y | -57.6% | -4.2% | -53.5% | -57.1% |
| All | -86.5% | +32.1% | -118.6% | -88.6% |
Cumulative growth
Daily Returns
Daily percentage return beside IBN.
Daily Out/Under-Performance
Portfolio return minus IBN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBN 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 3y: compounded portfolio wealth divided by compounded IBN 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…
3y analysis · Full analysis span regression · 6 months rolling