-74.9%
HTZ vs RACE
+33.1%
-108.1%
-85.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.2% | +4.3% | +4.9% | +7.0% |
| 7D | +18.9% | +9.9% | +9.0% | +13.5% |
| 30D | +26.3% | +12.8% | +13.5% | +18.9% |
| 3M | +49.7% | +7.4% | +42.3% | +44.7% |
| 6M | -61.1% | +27.6% | -88.7% | -66.0% |
| YTD | -56.0% | +18.4% | -74.4% | -60.0% |
| 1Y | -66.4% | +9.5% | -75.9% | -68.2% |
| All | -74.9% | +33.1% | -108.1% | -78.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling