-86.4%
HTZ vs LNT
+31.3%
-117.6%
-95.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | 0.0% | +1.4% | +1.3% |
| 7D | +7.5% | -0.1% | +7.6% | +7.5% |
| 30D | +47.4% | -3.2% | +50.6% | +49.2% |
| 3M | -54.9% | -4.1% | -50.8% | -54.6% |
| 6M | -47.0% | -4.6% | -42.4% | -46.6% |
| YTD | -55.3% | +7.0% | -62.3% | -57.2% |
| 1Y | -57.6% | +8.3% | -65.9% | -59.8% |
| 3Y | -86.6% | +51.0% | -137.6% | -89.1% |
| All | -86.4% | +31.3% | -117.6% | -88.7% |
Cumulative growth
Daily Returns
Daily percentage return beside LNT.
Daily Out/Under-Performance
Portfolio return minus LNT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LNT 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 LNT 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