-93.1%
HTZ vs IBN
+56.9%
-149.9%
-95.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.2% | +3.8% | +5.4% | +6.8% |
| 7D | +18.9% | +8.9% | +10.0% | +13.0% |
| 30D | +26.3% | +12.6% | +13.6% | +17.3% |
| 3M | +49.7% | +3.1% | +46.6% | +47.2% |
| 6M | -61.1% | +20.6% | -81.7% | -65.8% |
| YTD | -56.0% | +5.8% | -61.8% | -58.0% |
| 1Y | -66.4% | +3.7% | -70.1% | -67.5% |
| 3Y | -75.8% | +40.3% | -116.1% | -81.3% |
| 5Y | -93.1% | +58.0% | -151.1% | -95.3% |
| All | -93.1% | +56.9% | -149.9% | -95.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling