-86.5%
HTZ vs LII
+5.3%
-91.9%
-91.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.2% | +0.2% | +0.9% |
| 7D | +7.5% | -0.7% | +8.2% | +7.7% |
| 30D | +47.4% | -12.6% | +60.0% | +55.4% |
| 3M | -54.9% | -24.4% | -30.5% | -51.2% |
| 6M | -47.0% | -28.7% | -18.3% | -40.8% |
| YTD | -55.3% | -19.1% | -36.1% | -53.6% |
| 1Y | -57.6% | -29.7% | -27.9% | -53.0% |
| All | -86.5% | +5.3% | -91.9% | -86.2% |
Cumulative growth
Daily Returns
Daily percentage return beside LII.
Daily Out/Under-Performance
Portfolio return minus LII return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LII 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 LII 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