-93.4%
HTZ vs POET
-63.6%
-29.8%
-95.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -20.8% | -12.7% | -8.1% | -19.5% |
| 7D | -7.7% | -24.7% | +17.0% | -4.9% |
| 30D | -13.1% | -44.7% | +31.6% | -7.8% |
| 3M | +14.7% | -47.3% | +62.1% | +22.2% |
| 6M | -70.6% | -53.7% | -16.9% | -69.2% |
| YTD | -65.2% | -32.7% | -32.5% | -66.7% |
| 1Y | -73.2% | -29.5% | -43.7% | -74.6% |
| 3Y | -80.8% | +180.3% | -261.1% | -85.3% |
| 5Y | -94.8% | -48.0% | -46.7% | -95.2% |
| All | -93.4% | -63.6% | -29.8% | -92.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling