-94.4%
HTZ vs POET
-56.7%
-37.8%
-95.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.0% | -3.6% | -4.4% | -7.6% |
| 7D | -27.5% | -0.4% | -27.1% | -27.6% |
| 30D | -21.9% | -27.3% | +5.4% | -19.6% |
| 3M | -29.2% | -40.8% | +11.5% | -25.9% |
| 6M | -75.2% | -53.7% | -21.5% | -74.1% |
| YTD | -70.8% | -19.9% | -50.9% | -72.7% |
| 1Y | -76.1% | -4.0% | -72.1% | -78.1% |
| 3Y | -82.5% | +284.1% | -366.6% | -87.0% |
| 5Y | -94.1% | -37.4% | -56.7% | -94.7% |
| All | -94.4% | -56.7% | -37.8% | -94.1% |
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