-94.3%
HTZ vs POET
-55.5%
-38.8%
-95.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | -6.8% | +0.7% | -5.4% |
| 7D | -14.0% | +22.3% | -36.3% | -15.9% |
| 30D | -19.8% | -17.6% | -2.2% | -18.4% |
| 3M | -45.0% | -41.3% | -3.7% | -42.3% |
| 6M | -73.2% | -62.1% | -11.2% | -71.4% |
| YTD | -70.0% | -17.7% | -52.3% | -72.0% |
| 1Y | -75.7% | +3.2% | -78.9% | -77.9% |
| 3Y | -82.1% | +294.7% | -376.7% | -86.6% |
| 5Y | -94.3% | -37.2% | -57.1% | -94.8% |
| All | -94.3% | -55.5% | -38.8% | -93.9% |
Cumulative growth
Daily Returns
Daily percentage return beside POET.
Daily Out/Under-Performance
Portfolio return minus POET return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × POET 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 10y: compounded portfolio wealth divided by compounded POET 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…
10y analysis · Full analysis span regression · 6 months rolling