-86.4%
HTZ vs QSR
+49.2%
-135.6%
-95.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | QSR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.1% | +1.4% | +1.4% |
| 7D | +7.5% | +2.4% | +5.0% | +6.1% |
| 30D | +47.4% | +7.6% | +39.8% | +41.4% |
| 3M | -54.9% | +12.6% | -67.5% | -58.2% |
| 6M | -47.0% | +14.4% | -61.4% | -52.0% |
| YTD | -55.3% | +19.6% | -74.9% | -60.7% |
| 1Y | -57.6% | +33.9% | -91.5% | -65.8% |
| 3Y | -86.6% | +27.1% | -113.7% | -89.0% |
| All | -86.4% | +49.2% | -135.6% | -92.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling