-93.4%
HTZ vs RACE
+114.6%
-208.0%
-95.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -20.8% | -2.3% | -18.5% | -19.3% |
| 7D | -7.7% | +5.7% | -13.4% | -10.4% |
| 30D | -13.1% | +9.3% | -22.4% | -17.5% |
| 3M | +14.7% | +3.8% | +10.9% | +12.7% |
| 6M | -70.6% | +29.8% | -100.4% | -75.4% |
| YTD | -65.2% | +15.6% | -80.8% | -68.7% |
| 1Y | -73.2% | +5.1% | -78.3% | -74.3% |
| 3Y | -80.8% | +30.8% | -111.6% | -85.5% |
| 5Y | -94.8% | +67.4% | -162.2% | -96.8% |
| All | -93.4% | +114.6% | -208.0% | -96.9% |
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