-86.5%
HTZ vs QSR
+26.9%
-113.5%
-91.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | QSR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.1% | +1.4% | +1.4% |
| 7D | +7.5% | +2.4% | +5.0% | +6.4% |
| 30D | +47.4% | +7.6% | +39.8% | +42.7% |
| 3M | -54.9% | +12.6% | -67.5% | -57.5% |
| 6M | -47.0% | +14.4% | -61.4% | -51.2% |
| YTD | -55.3% | +19.6% | -74.9% | -59.9% |
| 1Y | -57.6% | +33.9% | -91.5% | -64.9% |
| All | -86.5% | +26.9% | -113.5% | -89.3% |
Cumulative growth
Daily Returns
Daily percentage return beside QSR.
Daily Out/Under-Performance
Portfolio return minus QSR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QSR 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 QSR 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