-91.6%
HTZ vs RACE
+119.7%
-211.3%
-95.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.2% | +4.3% | +4.9% | +6.4% |
| 7D | +18.9% | +9.9% | +9.0% | +12.2% |
| 30D | +26.3% | +12.8% | +13.5% | +17.1% |
| 3M | +49.7% | +7.4% | +42.3% | +43.4% |
| 6M | -61.1% | +27.6% | -88.7% | -67.2% |
| YTD | -56.0% | +18.4% | -74.4% | -61.2% |
| 1Y | -66.4% | +9.5% | -75.9% | -68.8% |
| 3Y | -75.8% | +33.9% | -109.7% | -82.1% |
| 5Y | -93.1% | +74.9% | -167.9% | -95.9% |
| All | -91.6% | +119.7% | -211.3% | -96.2% |
Cumulative growth
Daily Returns
Daily percentage return beside RACE.
Daily Out/Under-Performance
Portfolio return minus RACE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RACE 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 10y: compounded portfolio wealth divided by compounded RACE 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…
10y analysis · Full analysis span regression · 6 months rolling