-81.1%
HTZ vs POET
+295.5%
-376.6%
-85.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +3.7% | -4.4% | -1.0% |
| 7D | -16.4% | +9.6% | -26.0% | -17.3% |
| 30D | -15.1% | -24.5% | +9.4% | -12.8% |
| 3M | -28.2% | -41.0% | +12.8% | -24.6% |
| 6M | -73.1% | -52.0% | -21.1% | -71.9% |
| YTD | -68.3% | -16.9% | -51.4% | -70.6% |
| 1Y | -75.2% | -2.4% | -72.8% | -77.6% |
| 3Y | -81.1% | +260.3% | -341.4% | -85.9% |
| All | -81.1% | +295.5% | -376.6% | -85.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling