-91.5%
HTZ vs IBN
+84.7%
-176.1%
-95.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.7% | +2.0% | +1.7% |
| 7D | +7.5% | +1.4% | +6.1% | +6.7% |
| 30D | +47.4% | -0.3% | +47.8% | +47.9% |
| 3M | -54.9% | +17.1% | -72.0% | -59.5% |
| 6M | -47.0% | +3.4% | -50.4% | -48.6% |
| YTD | -55.3% | +2.5% | -57.8% | -56.4% |
| 1Y | -57.6% | -4.2% | -53.5% | -57.2% |
| 3Y | -86.6% | +32.4% | -119.0% | -89.1% |
| 5Y | -86.1% | +59.2% | -145.3% | -90.1% |
| All | -91.5% | +84.7% | -176.1% | -94.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling