-91.5%
HTZ vs RBA
+54.0%
-145.4%
-95.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.3% | +1.0% | +1.2% |
| 7D | +7.5% | -2.9% | +10.4% | +8.6% |
| 30D | +47.4% | -12.3% | +59.7% | +53.7% |
| 3M | -54.9% | -20.5% | -34.4% | -52.1% |
| 6M | -47.0% | -18.5% | -28.5% | -44.5% |
| YTD | -55.3% | -18.2% | -37.0% | -53.3% |
| 1Y | -57.6% | -27.5% | -30.1% | -53.4% |
| 3Y | -86.6% | +38.1% | -124.7% | -88.8% |
| 5Y | -86.1% | +44.8% | -130.9% | -89.0% |
| All | -91.5% | +54.0% | -145.4% | -93.7% |
Cumulative growth
Daily Returns
Daily percentage return beside RBA.
Daily Out/Under-Performance
Portfolio return minus RBA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RBA 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 RBA 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