-86.4%
HTZ vs ONTO
+243.6%
-330.0%
-95.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +6.2% | -4.8% | 0.0% |
| 7D | +7.5% | -1.0% | +8.5% | +7.6% |
| 30D | +47.4% | -2.9% | +50.3% | +48.2% |
| 3M | -54.9% | -2.5% | -52.4% | -55.8% |
| 6M | -47.0% | +28.2% | -75.2% | -51.3% |
| YTD | -55.3% | +69.8% | -125.0% | -61.4% |
| 1Y | -57.6% | +162.9% | -220.5% | -66.9% |
| 3Y | -86.6% | +95.9% | -182.5% | -90.5% |
| All | -86.4% | +243.6% | -330.0% | -92.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ONTO.
Daily Out/Under-Performance
Portfolio return minus ONTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ONTO 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 ONTO 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