-80.2%
HTZ vs POET
+174.8%
-255.0%
-85.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -20.8% | -12.7% | -8.1% | -19.4% |
| 7D | -7.7% | -24.7% | +17.0% | -4.8% |
| 30D | -13.1% | -44.7% | +31.6% | -7.5% |
| 3M | +14.7% | -47.3% | +62.1% | +22.7% |
| 6M | -70.6% | -53.7% | -16.9% | -69.1% |
| YTD | -65.2% | -32.7% | -32.5% | -66.9% |
| 1Y | -73.2% | -29.5% | -43.7% | -74.7% |
| All | -80.2% | +174.8% | -255.0% | -84.9% |
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