-86.5%
HTZ vs RACE
+36.9%
-123.4%
-91.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.9% | +3.2% | +2.3% |
| 7D | +7.5% | -2.5% | +10.0% | +8.9% |
| 30D | +47.4% | +0.8% | +46.7% | +47.0% |
| 3M | -54.9% | +17.2% | -72.1% | -58.8% |
| 6M | -47.0% | +13.6% | -60.6% | -50.8% |
| YTD | -55.3% | +12.2% | -67.5% | -58.4% |
| 1Y | -57.6% | -16.3% | -41.4% | -54.2% |
| All | -86.5% | +36.9% | -123.4% | -90.8% |
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