-94.0%
HTZ vs POET
-40.3%
-53.6%
-94.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -1.5% | -1.1% | -2.5% |
| 7D | -8.5% | +1.2% | -9.7% | -8.6% |
| 30D | -18.9% | -12.2% | -6.8% | -18.1% |
| 3M | -36.0% | -42.4% | +6.4% | -33.0% |
| 6M | -74.6% | -64.3% | -10.3% | -72.8% |
| YTD | -70.8% | -19.0% | -51.9% | -72.5% |
| 1Y | -75.3% | +9.1% | -84.4% | -77.4% |
| 3Y | -81.6% | +297.7% | -379.2% | -85.6% |
| All | -94.0% | -40.3% | -53.6% | -94.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling