-93.9%
HTZ vs POET
-56.7%
-37.3%
-95.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.4% | +19.0% | -27.4% | -10.3% |
| 7D | -14.6% | -2.5% | -12.1% | -14.5% |
| 30D | -20.8% | -31.7% | +10.9% | -18.0% |
| 3M | -18.8% | -40.6% | +21.8% | -15.0% |
| 6M | -74.7% | -47.8% | -26.9% | -73.9% |
| YTD | -68.1% | -19.9% | -48.2% | -70.1% |
| 1Y | -73.5% | -4.7% | -68.8% | -75.7% |
| 3Y | -81.8% | +275.6% | -357.4% | -86.4% |
| 5Y | -95.2% | -38.2% | -57.1% | -95.7% |
| All | -93.9% | -56.7% | -37.3% | -93.5% |
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